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Category Archives: estate tax
How To Incorporate Your Home Into An Estate Plan
When estate planning gets mentioned, wills and health care directives often come to mind, but what about plans for your home? A home can be an important and sentimental treasure…
Life Changes Mean Estate Plan Updates
For many families, creating an estate plan is a positive, proactive step toward securing their family’s future. However, it can be a significant undertaking, and once it is done, it…
Minimize Taxes Through Gifting
Giving assets to family members is a popular tax-minimization strategy to consider. Before you do so, be aware of the current gift tax exclusions. At Orsbon & Fenninger, LLP ,…
How charitable trusts can reduce your estate taxes
Estate planning is important for ensuring your loved ones get taken care of after you are gone. One effective strategy is using charitable trusts. These options not only benefit charitable…
What is my estate’s value for federal taxation?
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…
Will your estate have to pay taxes?
North Carolina does not impose an estate tax at the state level. But you will need to plan ahead for estate taxes from the federal government. The good news is…
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…
Old strategy helped by tax law changes
Changes in tax law have brought an old strategy back for taxpayers in North Carolina and across the country. It allows taxpayers to save taxes on appreciated assets. The renewed…
Planning ahead for estate taxes
There are some unique tax considerations to keep in mind when an estate owner in North Carolina passes away. In most cases, an executor or personal representative is named in…
What to know about federal estate tax laws
Those living in North Carolina or any other state have the right to gift up to $11.18 million without any estate tax implication. The exemption amount was increased from around…
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