Orsbon & Fenninger, LLP - Estate Planning

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Use these estate planning tips to reduce estate and income taxes

On behalf of Orsbon & Fenninger, LLP | Oct 27, 2020 | Firm News

As you develop your estate plan, you may consider strategies to minimize estate and income taxes. US News and World Report suggests estate planning tips that may help you and your heirs realize tax savings. Irrevocable trusts may be useful tax planning tools You may...

3 qualities your power of attorney should have

On behalf of Orsbon & Fenninger, LLP | Jan 11, 2020 | Firm News

While you may have enjoyed a healthy life so far, you probably recognize the frailties of the human body. Whether due to age, illness or injury, you may have difficulty making important decisions without some assistance. Even worse, you may eventually become incapable...

Philanthropic strategies under new tax law

On behalf of Orsbon & Fenninger, LLP | Dec 12, 2019 | Firm News

Many people in North Carolina find contributing to charitable organizations a way to help others and promote causes that they believe in. These organizations may be big or small, as with the donations themselves, but all are valuable for many reasons. The work done by...

New tax law changes charitable strategies

On behalf of Orsbon & Fenninger, LLP | Oct 30, 2019 | Firm News

Many people in North Carolina make donations to charities at different times in the year. Some of these donations may be modest while others may be more substantial. In the end, however, they all add up to help important causes. Consumers should feel good about making...

How to estate plan after a second marriage

On behalf of Orsbon & Fenninger, LLP | Jul 3, 2019 | Firm News, trusts

Being part of a blended family can make estate planning harder. Therefore, it is important that those in North Carolina and throughout the country who are getting married for a second time review their current plan. Updating beneficiary and insurance forms can help to...

Why trusts may be better than wills

On behalf of Orsbon & Fenninger, LLP | Jun 24, 2019 | Firm News, trusts

According to the American Association of Retired Persons (AARP), individuals in North Carolina and throughout the country should have a trust instead of a will. Trusts are separate entities that hold assets for the benefit of one or more individuals. Therefore, there...

Why trusts can help the estate planning process

On behalf of Orsbon & Fenninger, LLP | Jun 20, 2019 | Firm News, trusts

Trusts can be an important part of the estate planning process for many people in North Carolina. Since they offer greater privacy and flexibility, people may opt to create a trust to handle matters in a way that may be far more challenging when using a will. Trusts...

Getting started with succession planning

On behalf of Orsbon & Fenninger, LLP | Jun 19, 2019 | Firm News

If business is going well, you probably do not want to think about stepping down from the helm. In fact, even if your company is going through a tough time, you may want to be the one to see it through to better days. Unfortunately, this cannot go on forever. At some...

Use your estate plan to lessen the chances of family conflict

On behalf of Orsbon & Fenninger, LLP | May 22, 2019 | Firm News

If you feel like you are struggling when it comes to estate planning, you are not alone. Many North Carolina residents wonder what details will help them best express their end-of-life wishes and it can be difficult to even know what those wishes are. For you, the...

Are you hesitating to sign a power of attorney?

On behalf of Orsbon & Fenninger, LLP | Feb 24, 2019 | Firm News

If your estate plan does not include a power of attorney designation, that may be because you have some confusion about what the document is or about what it may mean for your future. Certainly, it is not easy to think that a day may come when you cannot make...

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Recent Posts

  • Should you rely on a “sweetheart will”?
  • Effective  ways to include charitable giving in an estate plan
  • Optimize your tax returns and avoid the gift tax
  • How is North Carolina estate administration handled?
  • What do financial powers of attorney do?
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OFFICE LOCATION

Orsbon & Fenninger, LLP

4201 Congress St.

Suite 110

Charlotte, NC 28209
CHARLOTTE LAW OFFICE MAP

OFFICE HOURS:

Monday : 8:30am–5pm
Tuesday : 8:30am–5pm
Wednesday : 8:30am–5pm
Thursday : 8:30am–5pm
Friday : 8:30am–5pm

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