Orsbon & Fenninger, LLP - Estate Planning

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Charlotte Estate Planning Lawyers

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Debt and your estate plan

On behalf of Orsbon & Fenninger, LLP | Sep 28, 2020 | trusts

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 there are different ways in which debt can affect an estate plan. For example, some people have to...

Charitable giving strategies in 2020

On behalf of Orsbon & Fenninger, LLP | Sep 13, 2020 | Estate Planning

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 go to people you love or charities you wish to donate to. As Forbes lists, recent legislation like the...

Do fiduciaries have to file estate tax returns in North Carolina?

On behalf of Orsbon & Fenninger, LLP | Sep 1, 2020 | Estate Planning

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 understand the requirements associated with the estate and taxes, since failure to do so can...

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Recent Posts

  • Should you rely on a “sweetheart will”?
  • Effective  ways to include charitable giving in an estate plan
  • Optimize your tax returns and avoid the gift tax
  • How is North Carolina estate administration handled?
  • What do financial powers of attorney do?
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Orsbon & Fenninger, LLP

4201 Congress St.

Suite 110

Charlotte, NC 28209
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OFFICE HOURS:

Monday : 8:30am–5pm
Tuesday : 8:30am–5pm
Wednesday : 8:30am–5pm
Thursday : 8:30am–5pm
Friday : 8:30am–5pm

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OFFICE LOCATION

Orsbon & Fenninger, LLP

4201 Congress St.

Suite 110

Charlotte, NC 28209
CHARLOTTE LAW OFFICE MAP

OFFICE HOURS:

Monday : 8:30am–5pm
Tuesday : 8:30am–5pm
Wednesday : 8:30am–5pm
Thursday : 8:30am–5pm
Friday : 8:30am–5pm

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