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Category Archives: Estate Planning
Are there alternatives to guardianship?
If you have a special needs relative or a loved one in declining health, the subject of a guardianship has probably come up. It is natural to agonize over this…
What are the benefits of a donor-advised charitable fund?
A donor-advised fund is a savings account that lets you set aside money or assets for charitable causes you specify now or in the future. Consumer Reports explains that these…
Estate planning considerations for a second marriage
If you have decided to get married again after a divorce, you may need to adjust your estate plan. Updating your will and other documents to include your new spouse…
How can you include your pets in your estate plan?
Maybe you have set up most of your estate plan in North Carolina, or you are just getting started. People at all stages of their estate planning eventually run into…
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…
Make careful decisions when creating a power of attorney
Creating a power of attorney is a good idea not just for the elderly but also for the middle-aged as well as for young people with growing families to care…
Charitable planning options that also benefit you
Tax data from the past year demonstrates that a genuine desire to do good motivates a majority of charitable donations. In 2018, new tax laws went into effect that reduced…
Reviewing North Carolina’s intestate succession guidelines
Most people in Charlotte likely view the process of estate planning with a good deal of trepidation. It places them in the unenviable position of disappointing some who may expect…
What should I know about guardianship?
Some adults may be incapable of caring for themselves in a reasonable way. When this occurs, guardianship is established to ensure there is a competent person available to see to…
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