- Advance Directives
- Asset Protection
- Business Succession
- Charitable Gift Planning
- Elder Care
- Estate Planning
- Estate Tax
- Financial Planning
- Fraud & Financial Abuse
- Gift Tax
- Health Care
- Income Tax
- Life Insurance
- Living Trusts
- NC Income Tax
- North Carolina Department of Revenue
- Nursing Homes
- Pending Legislation
- Powers of Attorney
- Qualified Plans
- Real Property
- Social Security
- Special Needs Planning
- Tax Fraud
3 Estate Planning Items to Consider When Selling a Business
Posted on: December 15th, 2015
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?...
Business Succession Options in North Carolina
Posted on: September 10th, 2014
Business succession plans address the future growth or disposition of the business upon a planned succession, or the death or incapacitation of the owner. Transitioning a business under these circumstances requires careful review and assessment. ...
New NC Court Ruling Affects LLCs
Posted on: May 1st, 2014
North Carolina Limited Liability Company (LLC) owners may be interested in a new court ruling that illustrates the protection these asset preservation tools offer. ...
Non-Tax Benefits of Family Limited Liability Companies
Posted on: April 28th, 2014
Family Limited Liability Companies (FLLC) are one of several asset protection tools used to preserve assets of family businesses. These assets may include real estate and investments....
Forming an LLC in North Carolina
Posted on: December 12th, 2013
As North Carolina continues to top “Best for Business” lists year after year, how are entrepreneurs and business owners across the state protecting their professional and personal assets?...
North Carolina Bill Affecting Digital Assets
Posted on: March 30th, 2013
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....