June 2014 Posts

  • Protect Assets: Liability or Malpractice Insurance May Not Be Enough

    Having liability or malpractice insurance may be a requirement in some professions, and in other cases these policies are obtained on a voluntary basis. Depending on the line of work, liability insurance policies may be an expensive annual cost. ...
  • Incentive Trusts

    Trusts may be customized to suit the grantor’s wishes, which may include their determination of what’s best for their beneficiaries....
  • Named in a Power of Attorney for a Foreign Account? FBAR Rules Required

    Individuals may or may not know if they are listed as an agent of a power of attorney, but they are still subject to Foreign Bank and Financial Accounts (FBAR) requirements....
  • Estate Planning Mistakes of Newlyweds

    Prenuptial agreements and postnuptial agreements are not the only estate planning tools engaged couples and newlyweds in North Carolina should consider. ...