Orsbon & Fenninger, LLP - Estate Planning

704-900-3883

  • About
    • Perry A. Coumas
    • Cynthia T. Fenninger
    • R. Anthony Orsbon
    • Our Team
  • Practice Areas
    • Business Law
    • Estate and Trust Planning
    • Estate and Trust Administration
    • Tax Planning
  • Journal
  • Videos
  • Contact
  • About
    • Perry A. Coumas
    • Cynthia T. Fenninger
    • R. Anthony Orsbon
    • Our Team
  • Practice Areas
    • Business Law
    • Estate and Trust Planning
    • Estate and Trust Administration
    • Tax Planning
  • Journal
  • Videos
  • Contact
  • X Close

Charlotte Estate Planning Lawyers

VIEW OUR PRACTICE AREAS

How to estate plan after the tax law change

On behalf of Orsbon & Fenninger, LLP | Feb 26, 2018 | trusts

The Tax Cuts and Jobs Act (TCJA) will likely change the way that North Carolina residents approach estate planning. The current generation-skipping trust (GST) and estate tax exemption is $11.18 million as of the first day of 2018. That amount doubles for married...

Planning for health care during retirement

On behalf of Orsbon & Fenninger, LLP | Feb 20, 2018 | trust & probate administration

When making plans for their retirement, North Carolina residents should remember to also include their health care. This is one aspect of retirement that some people fail to plan for, which can result in a major hit on their savings if an unexpected medical crisis...

Estate planning considerations

On behalf of Orsbon & Fenninger, LLP | Feb 13, 2018 | trusts

Many people in North Carolina put off estate planning, and some people pass away before they ever complete their plans. It is important for people to draft their estate plans sooner rather than later so that their families will be left with fewer burdens. Good estate...

Changes in the tax law and its effect on legacy planning

On behalf of Orsbon & Fenninger, LLP | Feb 8, 2018 | estate tax

In 2017, Congress passed legislation that made significant changes to tax law. For people in North Carolina who are creating an estate plan, the major part of that law that may be of interest is the increase in the estate and gift tax exemption to $11.2 million for...

Subscribe To This Blog’s Feed

Categories

  • blog (11)
  • Estate Planning (40)
  • estate tax (23)
  • Firm News (109)
  • None (1)
  • trust & probate administration (32)
  • trusts (110)
  • Uncategorized (3)

Archives

  • February 2021 (3)
  • January 2021 (2)
  • December 2020 (3)
  • November 2020 (2)
  • October 2020 (3)
  • September 2020 (3)
  • August 2020 (2)
  • July 2020 (3)
  • June 2020 (5)
  • May 2020 (2)
  • April 2020 (3)
  • March 2020 (3)
  • February 2020 (2)
  • January 2020 (5)
  • December 2019 (3)
  • November 2019 (1)
  • October 2019 (4)
  • September 2019 (2)
  • August 2019 (3)
  • July 2019 (1)
  • June 2019 (5)
  • May 2019 (6)
  • April 2019 (5)
  • March 2019 (5)
  • February 2019 (5)
  • January 2019 (6)
  • December 2018 (5)
  • November 2018 (6)
  • October 2018 (5)
  • September 2018 (5)
  • August 2018 (6)
  • July 2018 (5)
  • June 2018 (5)
  • May 2018 (6)
  • April 2018 (5)
  • March 2018 (6)
  • February 2018 (4)
  • January 2018 (6)
  • December 2017 (8)
  • November 2017 (5)
  • October 2017 (5)
  • September 2017 (4)
  • August 2017 (6)
  • July 2017 (5)
  • June 2017 (6)
  • May 2017 (6)
  • April 2017 (5)
  • March 2017 (6)
  • February 2017 (6)
  • January 2017 (5)
  • December 2016 (5)
  • November 2016 (5)
  • October 2016 (5)
  • September 2016 (4)

Recent Posts

  • 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?
  • Should you review your estate plan?
findlaw-network

Talk With Us:
Schedule A Consultation

Email Us For a Response
Brand
Review Us

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

TOLL FREE:
888-314-8134

Phone
704-900-3883

Fax
704-556-9601

facebook
twitter
Google Maps
Linked In

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

© 2021 Orsbon & Fenninger, LLP. All Rights Reserved.

Disclaimer | Site Map | Privacy Policy | Business Development Solutions by FindLaw, part of Thomson Reuters