Month: October 2014
Title Issues in North Carolina Estates: Joint Tenants
How you title real estate determines how property will pass on. This post addresses the possible issues that may develop with one…
NC Estate Planning for Singles
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 of married…
Trends in 529 College Savings Plans
As student loan debts are at historic highs, new families are responding by investing in the next generation’s college savings. Record high funding…
Pending Court Case May Affect ‘Double Income Tax’
A couple’s case addressing the taxation of out-of-state income by their resident state is currently pending in the United States Supreme Court.Comptroller…
Access to One’s Digital Estate
More states pass legislation addressing digital assets. More states are starting to address a growing area of an individual’s estate: Digital assets….
Gifting Trends Among Wealthy
Charitable gift planning trends show a jump for wealthy donors. How and why individuals choose to donate to charities are influenced by…
Protecting IRA Assets for Beneficiaries: IRA Beneficiary Trusts
Earlier this year the Supreme Court ruled in Clark v. Rameker that inherited retirement accounts are subject to bankruptcy claims. As a result of this…
Gifting Trends Among Wealthy
Charitable gift planning trends show a jump for wealthy donors. How and why individuals choose to donate to charities are influenced by…
Trends in 529 College Savings Plans
As student loan debts are at historic highs, new families are responding by investing in the next generation’s college savings. Record high funding…
Same-Sex Marriage Update
News on the federal level may eventually affect same-sex couples in NC. On Monday, during its first day in session, the Supreme…
