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Category Archives: trusts
Educational trust considerations for multiple heirs
A parent or grandparent in North Carolina who wishes to fund the education of heirs through an estate plan will need to consider issues like equal treatment and differences in…
How to avoid these common estate-planning errors
There are several common estate planning errors that North Carolinians should be careful to avoid. One frequent mistake is failing to fill out beneficiary designation forms for the assets that…
Giving to charity through estate planning
People in Charlotte who are thinking about making a plan for their estates may be considering how they can integrate their commitment to charitable giving. Many people set goals for…
Using estate plans
North Carolina residents may point to the management of taxes as the main motive for creating an estate plan. However, there are multiple other reasons why they should consider estate…
Trusts are customizable, fall into two main categories
Trusts are among the most useful tools available for estate planning in North Carolina. They take many forms and can be designed to fit a particular person’s situation. The specific…
Surviving spouses often require additional estate planning
When a spouse dies in North Carolina, most of the focus goes to the estate planning that was accomplished by the recently deceased. This, of course, is appropriate. However, the…
Using beneficiary designations for charitable donations
Some North Carolina residents who are creating an estate plan might want some of their assets to go to charity. However, people often use a will or a trust to…
Steps to creating an estate plan
Many people in North Carolina are among the half of all baby boomers and 70 percent of all Americans who do not have an estate plan. All adults need an…
Tax law changes for trusts and estates
North Carolina residents who are planning for the future may be interested to learn about the ways in which recent tax reforms affect trusts and estates. The Tax Cuts and…
Trust accounts and FDIC insurance limits
Many people in North Carolina use trusts as estate planning tools. These types of accounts can provide significant benefits in terms of estate tax planning and give funders a measure…
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