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Category Archives: trusts
Successful estate plans pay close attention to several issues
Families that hold substantial assets in North Carolina typically seek financial and legal advice when planning their wealth transfers. Every person who writes a will, sets up a trust or…
Estate planning tips for collectors
Individuals who like to collect valuables may have to work a little harder to ensure that their estate plan accounts for those items. This is because payment and other records…
A DAPT could be a powerful estate planning tool
An estate planning tool called domestic asset protection trusts (DAPTs) may make it possible to minimize income and estate taxes. The DAPT is a self-settled irrevocable trust, which means that…
How trusts can help most people
There are many different types of trusts that North Carolina residents can have as part of their estate plan. The most common one is a grantor trust, and it makes…
Setting money aside for life after reanimation
North Carolina residents who have ever contemplated cryonics may be interested to learn that there is an estate planning solution for them. For some people, the idea of having their…
How family dynamics make estate planning tough
Family dynamics can complicate the process of estate planning in North Carolina and around the country. According to a survey from Key Private Bank, 77 percent of respondents said that…
Estate plans with revocable trusts
One reason North Carolina residents may want to include revocable trusts in their estate plans is to make sure that their assets are distributed in accordance with their wishes. There…
How making an estate plan can benefit people
Some Charlotte residents may not immediately recognize why they need an estate plan. While marriage and children prompt many to consider the future of their assets and how to distribute…
The importance of an estate plan
People in North Carolina should strongly consider developing an estate plan, even if they do not have any children or close relatives. An estate plan can be very useful in…
Balance secrecy with trust beneficiaries’ right to know
Trusts provide vehicles for people in North Carolina to pass on assets to heirs. Benefactors sometimes want to keep these trusts secret, at least for a time, so that younger…
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