Orsbon & Fenninger, LLP - Estate Planning

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Charlotte Estate Planning Lawyers

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Estate tax and gift tax exemptions may rise in 2018

On behalf of Orsbon & Fenninger, LLP | Sep 29, 2017 | estate tax, Firm News

Couples in North Carolina and throughout America may see their joint federal estate tax exemption climb above $11 million in 2018. It is also likely that the gift tax exemption will increase to $15,000 for 2018, which would mark the first increase since 2013. The...

How to properly pass on an IRA

On behalf of Orsbon & Fenninger, LLP | Sep 19, 2017 | Firm News, trusts

North Carolina residents who have an IRA may designate a beneficiary to the account or otherwise include it in an estate plan. How it is accounted for generally depends on who it is going to. It could go to a spouse, which may be beneficial because he or she can...

Risk mitigation for trustees

On behalf of Orsbon & Fenninger, LLP | Sep 18, 2017 | Firm News, trust & probate administration

As an increasing number of North Carolina residents are establishing new estate plans, trusts are becoming more complex. Today's trusts contain many more assets, including entire businesses. As new trusts evolve, more litigation is occurring to test these plans. It is...

How to pick the right successor trustee

On behalf of Orsbon & Fenninger, LLP | Sep 8, 2017 | Firm News, trusts

A living trust can provide many benefits to North Carolina residents. Part of creating such a trust is naming a trustee. While this may seem like an easy thing to do, it does require some thought and planning. In many cases, the person who creates a trust will be the...

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Recent Posts

  • Should you rely on a “sweetheart will”?
  • Effective  ways to include charitable giving in an estate plan
  • Optimize your tax returns and avoid the gift tax
  • How is North Carolina estate administration handled?
  • What do financial powers of attorney do?
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Orsbon & Fenninger, LLP

4201 Congress St.

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Charlotte, NC 28209
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OFFICE LOCATION

Orsbon & Fenninger, LLP

4201 Congress St.

Suite 110

Charlotte, NC 28209
CHARLOTTE LAW OFFICE MAP

OFFICE HOURS:

Monday : 8:30am–5pm
Tuesday : 8:30am–5pm
Wednesday : 8:30am–5pm
Thursday : 8:30am–5pm
Friday : 8:30am–5pm

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