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Monthly Archives: October 2017
What to know about estate taxes in 2018
In 2018, residents of North Carolina, along with the rest of the country, will have a $5.6 million federal estate tax exemption. This is an increase from $5.49 million in…
When an asset protection trust may make sense
North Carolina residents who are looking to do what’s best for their children may be interested in creating a spendthrift trust. This may be especially useful for those who may…
Estate tax rules withdrawn by the Treasury Department
Small business owners in North Carolina may breathe a sigh of relief upon learning that the proposed valuation rules for family businesses will be withdrawn by the Treasury Department. The…
Do you really need a special needs trust for your child?
You may already know that your special needs child cannot have assets over a certain amount in order to receive benefits from the government. This limitation may make it seem…
The various types of trusts
North Carolina residents may take advantage of a variety of trusts as part of their overall estate plan. For instance, a testamentary trust is one that is included in a…
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