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Yearly Archives: 2017
Divorce and estate planning
People in North Carolina who are getting a divorce may want to consider changing their estate plan as well. If a person dies before the divorce is final or shortly…
Set the stage for continued business success and a lasting legacy
Successful business owners like you understand the importance of good leadership. After all, your North Carolina business did not grow into the productive, prosperous company it is today by osmosis.…
When an irrevocable trust needs to be decanted
Traditionally, the only way to change an irrevocable trust is with the permission of beneficiaries and costly, time-consuming legal action. The idea behind an irrevocable trust is that the assets…
What to know about estate taxes in 2018
In 2018, residents of North Carolina, along with the rest of the country, will have a $5.6 million federal estate tax exemption. This is an increase from $5.49 million in…
When an asset protection trust may make sense
North Carolina residents who are looking to do what’s best for their children may be interested in creating a spendthrift trust. This may be especially useful for those who may…
Estate tax rules withdrawn by the Treasury Department
Small business owners in North Carolina may breathe a sigh of relief upon learning that the proposed valuation rules for family businesses will be withdrawn by the Treasury Department. The…
Do you really need a special needs trust for your child?
You may already know that your special needs child cannot have assets over a certain amount in order to receive benefits from the government. This limitation may make it seem…
The various types of trusts
North Carolina residents may take advantage of a variety of trusts as part of their overall estate plan. For instance, a testamentary trust is one that is included in a…
Estate tax and gift tax exemptions may rise in 2018
Couples in North Carolina and throughout America may see their joint federal estate tax exemption climb above $11 million in 2018. It is also likely that the gift tax exemption…
How to properly pass on an IRA
North Carolina residents who have an IRA may designate a beneficiary to the account or otherwise include it in an estate plan. How it is accounted for generally depends on…
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