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Monthly Archives: September 2018
What are you asking your executor to handle on your behalf?
Putting together an estate plan may just be one of the most important things you do for your family. During your life, you control how you support and care for…
Tips for reducing estate tax
Some North Carolina residents may need to employ some strategies to reduce what their estate will owe in taxes. The current federal exemption is nearly $11.2 million, but for estates…
Surviving spouses often require additional estate planning
When a spouse dies in North Carolina, most of the focus goes to the estate planning that was accomplished by the recently deceased. This, of course, is appropriate. However, the…
Using beneficiary designations for charitable donations
Some North Carolina residents who are creating an estate plan might want some of their assets to go to charity. However, people often use a will or a trust to…
How the probate process can affect an estate plan
When people in Charlotte think about estate planning, they may consider where they want their belongings to go after they die. However, in many cases, they may not fully consider…
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