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Category Archives: trusts
Avoiding estate tax on life insurance
Many North Carolina residents know that real estate and investments are considered taxable parts of an estate. However, they may overlook the fact that insurance proceeds are taxable assets as…
Why trusts can be superior to wills
When North Carolina residents die, their estate may go through the probate process. This can be a long and expensive process that prevents beneficiaries from getting their inheritance. However, this…
Advantages and disadvantages of life estates
A North Carolina resident who has a home to pass to beneficiaries might want to consider a life estate as an alternative to using a will or a trust to…
Trusts as estate planning vehicles
North Carolina residents who are interested in using trusts as part of their estate plan should know how many ways they can be used. People’s financial circumstances as well as…
Elements of a qualified personal residence trust
North Carolina homeowners who are creating an estate plan might wonder they should set up a qualified personal residence trust. The purpose of a QPRT is to transfer a home…
How a revocable trust can be useful
Some North Carolina residents might wonder whether they need a trust as part of their estate plan. Although there are many different kinds of trusts, one that is helpful for…
Have a pet? Consider a pet trust in your estate plan
If you are like many other residents in Charlotte, an animal is an important member of your family. Just like any member of the family, your pet needs to be…
Estate planning mistakes parents sometimes make
North Carolina parents usually plan their estates for the benefit of their children. Not wanting their child to suffer the financial hardships that they did, they may be more than…
Lessons Prince taught about estate planning
North Carolina residents are likely aware that Prince was one of many celebrity deaths in 2016. However, they may not be aware that federal and state estate taxes will reduce…
Using an AB trust to reduce estate tax
Married couples in North Carolina might want to know about the possible tax benefits they could be eligible for, and an AB trust is one tool that a couple may…
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