Month: November 2014
Estate Planning for Healthcare Costs in Retirement
AARP has released a study that estimates caregiving costs for families in the United States will total more than $520 billion annually. This estimate…
Estate Planning and Tax Refunds for Art
A court ruling might change how other art collectors manage their estates and fractional interests in art. Art collections require specialized estate and…
Estate Planning for Collectibles: Wine, Art, Cars & More
Estate plans are not only vehicles for passing cash, investments and real property along to named beneficiaries, these tools can also transfer…
Real Estate in Your IRA
Purchasing real property with your IRA? Some Individual Retirement Account (IRA) owners may choose to buy real estate with their IRA. Perhaps…
2014 Tax Changes
As we are in the final quarter of 2013, our North Carolina tax attorneys are taking a look ahead at what the…
Same-Sex Marriages Legal in NC: Prenuptial Agreements & Estate Plans
Estate planning for married LGBT couples in North Carolina. Before October 10, 2014, same-sex marriages were not recognized in North Carolina. This…
Top 5 States for Dynasty Trusts
Dynasty trusts offer asset protection and estate and generation-tax skipping tax avoidance over many generations. Three years ago attorney Steve Oshins started a…
