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Monthly Archives: November 2016
Blind trusts may not be feasible for President-elect
Most North Carolina residents can maintain investment portfolios without encountering any concerns over conflicts of interest. However, when a person is elected to public office, conflicts of interest are a…
Bypassing probate in North Carolina
When an estate goes through the probate process, it is an attempt to determine that a testator’s will is valid. It may also attempt to locate any beneficiaries or other…
Using trusts as an incentive
When North Carolina parents or grandparents begin planning their estates, one concern may be that one or more of their heirs will not make the best use of their inheritance.…
The important benefits of establishing a trust
While facing your own mortality can be a difficult thing to do, it can also be vital to safeguarding your assets and ensuring that your family is financially protected after…
Estate tax exemption for 2017
North Carolina does not have an estate tax, and the Internal Revenue Service has raised the estate and gift tax limit for 2017 to $5.49 million for individuals. The gift…
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