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Author Archives: R. Anthony Orsbon
How special needs trusts help North Carolina residents
A special needs trust may be an effective tool for parents who are concerned about their child’s welfare after they are gone. Putting assets into such a trust may ensure…
Ending a trust
A trust is a tool for property management, and one that is set up in North Carolina or anywhere else will eventually come to an end. In general, a trust…
Estate planning can provide peace of mind the 2nd time around
More than half the nation’s citizens who are over 55 years old are in second, third or subsequent marriages. This number includes seniors in all states including North Carolina, and…
Blind trusts may not be feasible for President-elect
Most North Carolina residents can maintain investment portfolios without encountering any concerns over conflicts of interest. However, when a person is elected to public office, conflicts of interest are a…
Bypassing probate in North Carolina
When an estate goes through the probate process, it is an attempt to determine that a testator’s will is valid. It may also attempt to locate any beneficiaries or other…
Using trusts as an incentive
When North Carolina parents or grandparents begin planning their estates, one concern may be that one or more of their heirs will not make the best use of their inheritance.…
The important benefits of establishing a trust
While facing your own mortality can be a difficult thing to do, it can also be vital to safeguarding your assets and ensuring that your family is financially protected after…
Estate tax exemption for 2017
North Carolina does not have an estate tax, and the Internal Revenue Service has raised the estate and gift tax limit for 2017 to $5.49 million for individuals. The gift…
Estate planning across multiple states
North Carolina residents who are creating an estate plan and who have homes in more than one state need to decide which one is their legal residence and whether they…
Estate planning across a lifetime
North Carolina residents with many investments may have some specific needs when it comes to estate planning. They might want to view estate planning as a lifelong process rather than…
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