Month: March 2013
Can I Inherit Debt in North Carolina?
North Carolina estate planning discussions usually put an individual’s assets under the microscope. What trusts would avoid taxes best? How much should…
Disadvantages of a DIY Will in North Carolina
Everyone wants to save money, but choosing to cut corners on estate planning in North Carolina may end up costing individuals more…
3 Estate Planning Baby Steps
When a baby is on the way, it is a perfect time for expectant parents to complete or update their estate plan…
Special Needs Planning: When Children Become Adults
Parents of special needs children need to carefully plan for their children’s future. Many families turn to special needs trusts to ensure…
Traditional IRAs: 3 Penalty-Free Withdrawals are Allowed Before Retirement
Making withdrawals from retirement accounts before actual retirement is usually a last resort. Individuals fear penalties and taxes—expenses they were not anticipating…
More Estate Planning Opportunities Forecasted for Roth 401(k)s
A new study reveals more employers will offer Roth 401(k)s to their employees in 2013. About a third of all employers surveyed…
