On behalf of Orsbon & Fenninger, LLP | Apr 23, 2019 | trust & probate administration
Some North Carolina residents who are creating an estate plan might not have considered what they need to do to ensure their executor or family members have access to any online accounts. The estate planning world is slowly catching up to the digital world, but there...
On behalf of Orsbon & Fenninger, LLP | Apr 19, 2019 | Uncategorized
Every family is different, which means every family will have different estate planning goals. If you have a disabled or special needs individual in your family, it is beneficial to consider his or her future needs when drafting estate plans. There are certain tools...
On behalf of Orsbon & Fenninger, LLP | Apr 16, 2019 | trusts
Individuals who like to collect valuables may have to work a little harder to ensure that their estate plan accounts for those items. This is because payment and other records may not be found on tax returns or other formal statements. Therefore, North Carolina...
On behalf of Orsbon & Fenninger, LLP | Apr 8, 2019 | trusts
An estate planning tool called domestic asset protection trusts (DAPTs) may make it possible to minimize income and estate taxes. The DAPT is a self-settled irrevocable trust, which means that a person can both create it and be a beneficiary. However, the trustee must...
On behalf of Orsbon & Fenninger, LLP | Apr 1, 2019 | trusts
There are many different types of trusts that North Carolina residents can have as part of their estate plan. The most common one is a grantor trust, and it makes it possible for assets to avoid probate in the event that the settlor passes away. While alive, an...
