Month: August 2018

Steps to creating an estate plan

Many people in North Carolina are among the half of all baby boomers and 70 percent of all Americans who do not have an estate plan. All adults need an estate plan regardless of their age or income level. Estate plans do not have to be complicated documents, but they...

Tax law changes for trusts and estates

North Carolina residents who are planning for the future may be interested to learn about the ways in which recent tax reforms affect trusts and estates. The Tax Cuts and Jobs Act, which passed in December 2017, has a number of implications for estate planning. In the...

Trust accounts and FDIC insurance limits

Many people in North Carolina use trusts as estate planning tools. These types of accounts can provide significant benefits in terms of estate tax planning and give funders a measure of control over how their assets can be used in the future. In order to ensure the...

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