Monthly Archives: October 2019

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New tax law changes charitable strategies

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Last Modified on Apr 08, 2024

Many people in North Carolina make donations to charities at different times in the year. Some of these donations may be modest while others may be more substantial. In the…

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Appointing multiple trustees to your special needs trust

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Last Modified on Apr 10, 2024

When you plan a special needs trust, assuming you are not going to act as a trustee, choosing a trustee will be a crucial choice. However, your choice may not…

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Can you include special needs children into your estate plan?

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Last Modified on Apr 08, 2024

When residents of North Carolina begin to form their estate plan, there are a lot of considerations. If you have a child with special needs, you may need to make…

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How can you include charitable giving into your estate plan?

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Last Modified on Apr 10, 2024

How important is philanthropy to you? If you support causes now, then you may want to continue to support said causes, even after you pass away. Think about the charities…

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