Blog

Home /  Blog

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…

Read More

Tax court finds conflict of interest in estate tax appraisal

North Carolina executors of estates with significant assets may wish to be careful who they choose to perform estate tax appraisals. The Internal Revenue Service pays close attention to asset…

Read More

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…

Read More

Remarried? Protect assets, children with an updated estate plan

For you and many other individuals, your first marriage may have ended in divorce. However, that does not mean that love will never come again. In fact, numerous people enter…

Read More

Michael Jackson estate battles IRS over image rights

Music fans in North Carolina and around the country may be interested in learning about some recent developments concerning his legacy. The legendary performer’s reputation had been badly damaged by…

Read More

Does a new marriage mean you need a new estate plan?

Remarriage can be an exciting time for a North Carolina family, but like other significant life events, it can also signal significant financial changes. In the event that you are…

Read More

Common methods to avoid probate

The probate process may take several months to complete and cost thousands of dollars in legal fees. However, there are ways in which North Carolina residents may be able to…

Read More

Estate planning involves more than avoiding taxes

One of the things that President Trump campaigned on was eliminating the federal estate tax. This has made a number of people wonder if they will need to bother with…

Read More

Uncertain tax laws, trusts and estate planning

People in North Carolina who need to make estate plans might wonder whether they should wait until new tax laws are passed by the Trump administration. The best course of…

Read More

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…

Read More

Recent Posts

Categories

Archives