Posted on February 18, 2016 by Gregory Herman-Giddens

Discussing Inheritances With Children

Starting discussions during one’s lifetime about how personal items, collectibles, and assets will pass on can help to prevent conflicts after death. Surviving children might feel less inclined to contest a will if they understand that a parent’s wishes match the instructions in the will. […]

Posted on February 17, 2016 by Gregory Herman-Giddens

Refusing to Serve as Executor in North Carolina

Many people might feel proud to be selected to serve as executor of a loved one’s estate. However, sometimes the person appointed as executor has no interest in fulfilling their duties. […]

Posted on February 16, 2016 by Gregory Herman-Giddens

Why Renting is an Attractive Option for Seniors

Older adults now make up a significant share of tenants. Adults ages 45-64 account for 30.2 percent of tenants. […]

Posted on February 15, 2016 by Gregory Herman-Giddens

North Carolina Ranks 15th For Trust Decanting in 2016

Trust decanting is a process that allows assets of a trust to be distributed to another trust with different terms; generally the newer trust offers terms that better satisfy the needs of the beneficiary. Some states impose burdensome administration requirements for trust decanting, while others offer easier means of use. […]

Posted on January 20, 2016 by Gregory Herman-Giddens

Start Alzheimer's Legal Planning

Waiting to develop a legal plan for an aging relative with cognitive decline might result in the elderly person's incapacitation. Then it might be too late for them to execute legal documents independently. […]

Posted on January 19, 2016 by Gregory Herman-Giddens

Almost 1 in 4 Caregivers are Millennials

New research shows that almost 25 percent of caregivers are Millennials. The research came from a joint study between the National Alliance for Caregiving and the AARP Policy Institute. […]

Posted on January 5, 2016 by Gregory Herman-Giddens

5 Concerns When Gifting a Down Payment on a Home

Family members might want to gift money to children to be used toward a down payment on a home. Cash down payment gifts, when not handled properly, could trigger tax consequences or create other complications. […]

Posted on December 29, 2015 by Gregory Herman-Giddens

Last-Minute Year-End Tax Deduction: IRA Charitable Rollover

If you plan to use the IRA Charitable Rollover provision for the 2015 tax year--make arrangements before year's end! […]

Posted on December 15, 2015 by Gregory Herman-Giddens

3 Estate Planning Items to Consider When Selling a Business

With a growing number of entrepreneurs in North Carolina, combined with a reliable survival rate, small business owners might encounter an opportunity to sell their business. How will proceeds from the sale be managed, protected, and taxed? […]

Posted on November 27, 2015 by Gregory Herman-Giddens

3 Tax Planning Steps for the New Year

Common tax planning strategies include retirement contributions, family gifting, and making charitable donations. Outlined below are a few alternative planning steps to consider in the New Year. […]


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