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 be an easy one since your trustee needs to have the best interests of your relative in mind. Fortunately, it...
Month: October 2019
New tax law changes charitable strategies
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 end, however, they all add up to help important causes. Consumers should feel good about making...
How can you include charitable giving into your estate plan?
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 and nonprofits that you support now. Will you leave behind a legacy? If you choose an estate...
Can you include special needs children into your estate plan?
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 him or her the priority when developing an estate plan. How can you know that your child receives the care...