Month: December 2014
2014 Tax Extensions – Limited Time Remains
With less than two weeks remaining in the 2014 tax year, Congress passed several tax extensions. The tax provisions were included in…
Timeshares in Estate Planning
Many of the clients our estate planning attorneys in Chapel Hill serve own property in multiple states, and some of the properties are…
Estate Planning Mistake: Forgetting to Fund
Many estate plans include a living trust, a tool that can be amended at any time during the trust creator’s life and…
3 Signs You Should Update Your Retirement Plan
Reports continue to show Americans are not saving enough for retirement. Some retirement account owners may miss out on opportunities that could help grow…
Successor Trustee Responsibilities
When a trustee passes away or becomes incapacitated, a successor trustee must step forward. In addition to the trustee’s duties, a successor…
Year-End Gifting to Charities
The spirit of the holiday season is a generous one. According to the National Center for Charitable Statistics, “The last few months of…
Year-End Gifting to Charities
The spirit of the holiday season is a generous one. According to the National Center for Charitable Statistics, “The last few months of…
North Carolina 2014 Tax Year Changes to Note
Tax rules for the 2014 tax year. Individuals and businesses across North Carolina are approaching the end of the 2014 tax year….
Portability Deadline Weeks Away for Estate Tax Exclusion
For estates of decedents who died in 2011 or 2012, the chance to elect portability of the decedent’s estate tax exemption will…
