Financial Planning

Tax Planning for Family Loans

Posted on: June 19th, 2015
​Lending money to a relative might happen once, twice, or several times throughout one’s lifetime. If the lender does not plan well for the loan, taxes could be imposed....

NC Estate Planning Blog New Platform

Posted on: June 17th, 2015
Our attorneys in Chapel Hill with TrustCounsel recently switched blog platforms for the North Carolina Estate Planning Blog....

Permitted Distributions for Special Needs Trusts

Posted on: February 13th, 2014
If you are starting to explore options for Special Needs Trusts in North Carolina, one of the first differences you discover are “third party” trusts and “self-settled” trusts. ...

Protecting Tangible Assets

Posted on: December 27th, 2013
Asset protection in North Carolina is not limited to preservation of investments and financial accounts. Art, antiques, classic cars, and other collectible items require asset protection tools and careful tax planning. ...

3 Mistakes in Pet Trusts

Posted on: November 27th, 2013
Pet trusts offer legal instructions for the continuing care of pets—including dogs, cats, horses, and exotics—after the pet owner passes away. Animal owners may try to make their own arrangements for pet care, but without learning about how pet trusts are created and administered under North Carolina law, their wishes may not be carried out. Do-it-yourself pet trusts may not fully ensure an individual’s instructions for pet care are legally enforced. ...

When Powers-of-Attorney are Not Accepted

Posted on: October 10th, 2013
While powers-of-attorney are important estate planning tools, they may not always be recognized by third parties. Why might this happen?...
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