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Category Archives: trusts
Estate planning for special needs individuals
If a North Carolina family has a special needs member, it may be necessary to account for that in an estate plan. Ideally, a family will create a special needs…
Taking care when naming trustees
Some people in North Carolina recognize the value of establishing trusts as a component of their estate plans. While trusts can help people avoid probate and distribute their assets in…
How to manage assets for special needs individuals
If the parent of a special needs child in North Carolina plans to leave that child an inheritance, it should be done in a strategic manner. Simply leaving the money…
Organizing estate plans
North Carolina residents can take certain steps to make sure that their estate plans are in order. Taking these steps can remove much of the burden endured by surviving loved…
Tax law may not harm charitable giving
The passage of the tax reform bill in December 2017 has left some North Carolina residents confused about what it might mean for their estate plans. People may be concerned…
Using trusts for adult children
Many North Carolina residents may want to avoid the estate planning mistake of bequeathing their assets directly to their children. Adult children who lack financial maturity could end up squandering…
How to estate plan after the tax law change
The Tax Cuts and Jobs Act (TCJA) will likely change the way that North Carolina residents approach estate planning. The current generation-skipping trust (GST) and estate tax exemption is $11.18…
Estate planning considerations
Many people in North Carolina put off estate planning, and some people pass away before they ever complete their plans. It is important for people to draft their estate plans…
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…
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…
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