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Monthly Archives: September 2020
Debt and your estate plan
Those creating or modifying an estate plan have a wide range of issues to take into consideration. Sometimes, people face a lot of uncertainty as a result of debt and…
Charitable giving strategies in 2020
The wealth you earn over your life deserves to go where you want it. At certain levels of income and assets, the government seeks to tax large percentages that could…
Do fiduciaries have to file estate tax returns in North Carolina?
When it comes to estate tax returns, the laws vary from state to state. In North Carolina, fiduciaries are required to file Form D-407A. It is crucial for fiduciaries to…
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