Blog

Home /  Blog

Changes in the tax law and its effect on legacy planning

In 2017, Congress passed legislation that made significant changes to tax law. For people in North Carolina who are creating an estate plan, the major part of that law that…

Read More

About trusts

A trust is used to transfer certain assets to a trustee, who will manage or hold the assets for the intended heir. North Carolina residents can use a trust if…

Read More

Planning your estate to include a new spouse and stepchildren

Estate planning is important, but not many people realize the value of making these plans until it is too late. This often leaves loved ones with the frustration and confusion…

Read More

Reason to update an estate plan

Some Charlotte residents might want to revise their estate plan given the changes to estate plan exemptions that were part of the tax bill passed in December 2017. The 2017…

Read More

Choosing trustees

People in North Carolina should give careful consideration when selecting a trustee option. In many cases, it may be necessary to look outside of one’s own family to choose the…

Read More

How to make the role of executor easier to handle

If a North Carolina resident is named the executor of an estate, that person is responsible for overseeing and protecting an estate’s assets throughout the probate process. While the job…

Read More

Estate planning for everyone

Estate planning is something every North Carolina resident should do regardless of how much money they have or how old they are. If individuals have no legal provisions in place…

Read More

Setting up a guardianship for your special needs child

If you have a loved one with special needs, you know that it can be financially, physically and emotionally challenging to provide care. You work hard to provide the support…

Read More

Estate planning is emotional as well as financial

For people in North Carolina, preparing for the future includes an estate plan. Estate planning helps to ease the life of heirs and make a family’s emotional pain after the…

Read More

Estate planning and tax liability

North Carolina residents who leave property to their loved ones may not realize how taxes can affect beneficiaries when they inherit an estate. South Dakota Congresswoman Kristi Noem has come…

Read More

Recent Posts

Categories

Archives