Estate Planning

Estate Planning Mistake: Forgetting to Fund

Posted on: December 19th, 2014
Many estate plans include a living trust, a tool that can be amended at any time during the trust creator’s life and becomes irrevocable upon their death. Even the most carefully planned and detailed estate plans could be at least partially ineffective if the trust creator fails to fund the trust....

Portability Deadline Weeks Away for Estate Tax Exclusion

Posted on: December 11th, 2014
For estates of decedents who died in 2011 or 2012, the chance to elect portability of the decedent’s estate tax exemption will expire on December 31, 2014....

Estate Planning and Tax Refunds for Art

Posted on: November 19th, 2014
Art collections require specialized estate and tax planning. Without proper planning, a collection acquired over a lifetime could translate into tax debt for surviving heirs or become lost to creditor claims. ...

Same-Sex Marriages Legal in NC: Prenuptial Agreements & Estate Plans

Posted on: November 13th, 2014
Before October 10, 2014, same-sex marriages were not recognized in North Carolina. This posed complicated tax filing and estate planning challenges for North Carolina LGBT couples who legally married in an out-of-state jurisdiction....

Title Issues in North Carolina Estates: Joint Tenants

Posted on: October 31st, 2014
This post addresses the possible issues that may develop with one way of titling property: Joint Tenants with right of survivorship (JTWROS). ...

NC Estate Planning for Singles

Posted on: October 29th, 2014
As the number of cohabiting unmarried couples rises, more families have multiple generations residing in a single household, and the law develops regarding the rights ofmarried same-sex couples in North Carolina, a large demographic of our state’s residents is overlooked: Singles....
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