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Monthly Archives: February 2018
How to estate plan after the tax law change
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…
Planning for health care during retirement
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,…
Estate planning considerations
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…
Changes in the tax law and its effect on legacy planning
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…
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