March 2013 Posts

  • North Carolina Bill Affecting Digital Assets

    Recently we reviewed the challenges of digital estate planning—the ways surviving family members’ access to a decedent’s online accounts are affected—and how accessibility is determined by individual account policies....
  • Can I Inherit Debt in North Carolina?

    North Carolina estate planning discussions usually put an individual’s assets under the microscope. What trusts would avoid taxes best? How much should be designated for charitable contributions? ...
  • Disadvantages of a DIY Will in North Carolina

    Everyone wants to save money, but choosing to cut corners on estate planning in North Carolina may end up costing individuals more than they ever expected. ...
  • 3 Estate Planning Baby Steps

    When a baby is on the way, it is a perfect time for expectant parents to complete or update their estate plan to ensure their child’s future care. ...
  • Special Needs Planning: When Children Become Adults

    Parents of special needs children need to carefully plan for their children’s future. Many families turn to special needs trusts to ensure their child will have access to finances after their deaths, without hindering the child’s ability to qualify for public benefits, such as Social Security and Medicaid. ...
  • Traditional IRAs: 3 Penalty-Free Withdrawals are Allowed Before Retirement

    Traditional Individual Retirement Accounts (IRAs) may receive annual contributions up to $5,000 (as of 2013), and individuals over the age of 50 may contribute an additional $1,000. ...
  • More Estate Planning Opportunities Forecasted for Roth 401(k)s

    A new study reveals more employers will offer Roth 401(k)s to their employees in 2013. About a third of all employers surveyed by Aon, a human resource services provider, have plans to add a Roth contribution option. ...