Monthly Archives: February 2021

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Effective ways to include charitable giving in an estate plan

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Last Modified on Apr 08, 2024

No matter the reasons people give to charities, most want to make their donations as powerful as possible. Estate planning has the potential to increase the effectiveness of charitable gifts…

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Optimize your tax returns and avoid the gift tax

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Last Modified on Sep 27, 2024

North Carolina residents who work hard to ensure they have a comfortable retirement are often surprised about how much taxes can cut into their funds. While virtually everyone can benefit…

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How is North Carolina estate administration handled?

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Last Modified on Apr 08, 2024

If you choose to handle the North Carolina estate of a deceased loved one, there are many responsibilities you might face, including estate administration. When an individual dies without a…

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