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Category Archives: News
How your personality might affect your estate planning
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…
Helpful tax strategies for your charitable giving
North Carolina residents often donate to charities they care about. Charitable donations are a positive way to spend your hard-earned money by making a valuable contribution to a higher cause,…
An overview of guardianship in North Carolina
A guardianship is a legal relationship where a guardian is the substitute decision maker for an incompetent adult. In North Carolina, the court may find a person incompetent where he…
How may a business valuation affect my heirs’ estate tax?
The federal estate tax considers the fair market value of your gross assets at the time of your death when determining the tax liability. Appraising your business now may give…
Use these estate planning tips to reduce estate and income taxes
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…
3 qualities your power of attorney should have
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…
Philanthropic strategies under new tax law
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…
New tax law changes charitable strategies
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…
Getting started with succession planning
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,…
Use your estate plan to lessen the chances of family conflict
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…
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