Monthly Archives: May 2023

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What is my estate’s value for federal taxation?

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Last Modified on Apr 08, 2024

Federal estate taxes are for those with very high-valued estates. Anyone who has significant assets should plan ahead to pay these taxes. The IRS handles the collection and sets the…

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What is intestacy?

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Last Modified on Apr 08, 2024

When you die, you need to have some way to allow those left behind to take legal possession of your assets. Most people will create a will or estate plan…

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How your personality might affect your estate planning

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Last Modified on Nov 11, 2025

A carefully crafted and effective estate plan should reflect the testator’s goals and their family’s needs. Thus, no two estate plans in Charlotte are exactly alike. Still, given how official…

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