Month: June 2013
Checklist for Estate Planning in 2013
Now that the year is halfway over and theAmerican Taxpayer Relief Act’s (ATRA) “permanent” changes may be altered once again—and North Carolina…
3 Steps to a Better Retirement Plan
What is your ideal retirement? Everyone takes their own strategy toward retirement, but generally individuals try to create a retirement plan that…
Estate Planning Tips for Second Homes
North Carolina coastal properties from Corolla down to Sunset Beach are attractive investment homes that can be rented out during the summer…
Tax Concerns When Modifying Trusts
In May 2013, the Internal Revenue Service issued a Private Letter Ruling addressing tax concerns resulting from a trust modification agreement. PLRs…
Estate Planning for Unmarried Couples in North Carolina
There are thousands of couples living together in North Carolina who are not married. Relationships may be just a year old or…
What is an Heir Search Firm?
heir searchWhen an individual dies without a surviving spouse, siblings, parents, descendants, or named beneficiaries, their estate still needs to be distributed….
NC Estate Changes for Surviving Spouses Effective October 2013
In June 2013, North Carolina Governor Pat McCrory signed Senate Bill 279, a bill amending matters concerning estates, trusts, powers of attorney,…
Drawing Too Soon on IRAs
Americans between the ages of 61 and 70 are withdrawing money from their IRA accounts earlier than necessary. Required Minimum Distributions (RMDs)…
3 Estate Planning Mistakes You Can Fix
Choosing to make an estate plan is smart, but some individuals happen to make mistakes at the same time. Estate planning should…
