- 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 Tax Benefits the 50+ Crowd Enjoys
Posted on: August 10th, 2016
Although many tax regulations fluctuate based on the taxpayer’s adjusted gross income, some tax provisions are instead based on the taxpayer’s age. Knowing when an individual will enjoy certain tax benefits can help to guide tax planning. North Carolina taxpayers aged 50 and older enjoy several tax advantages....
Last-Minute Year-End Tax Deduction: IRA Charitable Rollover
Posted on: December 29th, 2015
If you plan to use the IRA Charitable Rollover provision for the 2015 tax year--make arrangements before year's end!...
3 Mistakes Parents Make in Estate Plans
Posted on: September 25th, 2015
For many remarried individuals, estate planning decisions must take into account not only one’s biological children, but also step-children, future children, or a new spouse. In revising estate plans to incorporate these considerations, parents might utilize planning methods that unintentionally expose family to risks....
Covering Retirement v. Leaving Inheritance
Posted on: May 27th, 2015
Expenses in senior years continue to be a concern for many Americans. As multiple studies show, most individuals do not maintain adequate retirement contributions. ...
Invest or Gift This Year’s Tax Refunds?
Posted on: March 16th, 2015
During tax season, filers try to maximize their deductions. Proper tax planning helps minimize tax due, and could result in a sizable refund. Taxpayers who receive refunds can spend them however they choose, but what strategy offers the most benefits? Tax refunds might be spent frivolously or sensibly. Using the money toward a vacation could ...
How Asset Protection is Different in 2015
Posted on: January 19th, 2015
Wealth preservation is an ongoing process. How, when, and where assets are transferred or acquired affect protections. As the New Year begins, individuals can take a step back and review legislation changes that affect our year ahead and those to come:...