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Using a trust in an estate plan
People in North Carolina who are creating an estate plan might think that a trust is just for wealthy families. That is not accurate, as they can be used in…
Planning well for your exit from your small business
Small business owners know that it takes an incredible amount of time, effort and planning to start and sustain a business operation of any kind. You may have put an…
Tips for making beneficiary designations
Some North Carolina residents may have filled out beneficiary designations for their retirement account along with a lot of other new hire paperwork. They may not have carefully considered their…
The benefits of irrevocable trusts
People in North Carolina have many options to choose from when deciding how they want to protect the assets they intend to leave to heirs. However, an irrevocable trust has…
Choosing the right trustee
There are several factors North Carolina residents who are setting up a trust should consider when choosing a trustee. It is important to choose someone who agrees to be a…
3 ways a power of attorney agent may abuse authority
Many North Carolina residents have likely heard at some point about the benefits of having a power of attorney document. This document allows you to appoint an individual to attend…
Setting up a charitable trust
People in North Carolina can contribute to a charity as well as passing on assets to a beneficiary with a charitable split-interest trust. There are two types of charitable trusts.…
IRS offers extensions to declare portability
Portability is an estate tax provision that allows married couples to combine their estate tax exemption. That exemption is currently close to $11 million between both spouses, but many executors…
Plans for long-term living assistance in North Carolina
According to a survey recently conducted by the Associated Press-NORC Center for Public Affairs Research, just 33 percent of older Americans have saved enough money to pay for long-term care…
Irrevocable life insurance trust administration
An irrevocable life insurance trust may have many estate planning benefits when drafted and administered properly. Trustees in North Carolina are urged to be aware of their fiduciary duties, which…
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