October 2016 Archives

Estate planning across multiple states

North Carolina residents who are creating an estate plan and who have homes in more than one state need to decide which one is their legal residence and whether they want to continue using that state as their official residence. Generally, wherever they are registered to vote is the official state of residence. This may affect their estate planning process.

Estate planning across a lifetime

North Carolina residents with many investments may have some specific needs when it comes to estate planning. They might want to view estate planning as a lifelong process rather than simply something that occurs at the end of their life. This gives them the opportunity to use investment vehicles to help teach family members about wise money management and to pass on assets prior to appreciation to reduce the value of the estate for federal estate tax purposes.

Placing homes in trusts

North Carolina residents may want to consider placing their homes in living trusts. These estate planning tools may help their grantors to pass their homes to their beneficiaries much more quickly and without having to deal with the expenses of the probate court process.

Grandparents can pay for tuition using an education trust

The cost of higher education is a significant expense for most North Carolina families. Grandparents that want to ensure that their grandchildren can afford to pay for college may want to set up an education trust. An education trust may be structured to cover the educational expenses of one or multiple beneficiaries.

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