Administration

Posted on March 5, 2015

Tax Issues to Consider When Settling an Estate

During the first quarter of the year, the only tax items most taxpayers are concerned with are their own personal and business…

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Category: Administration
Posted on June 10, 2013

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….

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Category: Administration
Posted on December 21, 2012

Tennessee Estate Planning: Tax Exemption Changes in 2012, 2013 and After

Although this is the North Carolina Estate Planning Blog, much of what I blog about applies to folks all over the country….

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Category: Administration
Posted on May 20, 2011

Veterans Administration Does Not Recognize State Guardians

I’ve been at the North Carolina Guardianship Association conference for the last couple of days.  One issue that I never really gave…

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Category: Administration
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