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Monthly Archives: February 2021
Effective ways to include charitable giving in an estate plan
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…
Optimize your tax returns and avoid the gift tax
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…
How is North Carolina estate administration handled?
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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