Financial Planning
Protecting Tangible Assets
Asset protection in North Carolina is not limited to preservation of investments and financial accounts. Art, antiques, classic cars, and other collectible items…
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…
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…
Permitted Distributions for Special Needs Trusts
Special needs planning in North Carolina. If you are starting to explore options for Special Needs Trusts in North Carolina, one…
Protecting Tangible Assets
Asset protection in North Carolina is not limited to preservation of investments and financial accounts. Art, antiques, classic cars, and other collectible items…
NC 529 College Savings Deduction Repealed 2014
The North Carolina state tax deduction for contributions made to 529 College Savings Plans will be repealed effective January 1, 2014. Before this date,…
NC 529 College Savings Deduction Repealed 2014
The North Carolina state tax deduction for contributions made to 529 College Savings Plans will be repealed effective January 1, 2014. Before this date,…
3 Concerns for Minors Inheriting IRAs
Beneficiary designations for Individual Retirement Accounts (IRAs) allow account holders to designate a trust, charity, or any individual, regardless of their age,…
Swiss Accounts: New Tax Terms for Offshore Accounts
Offshore trusts offer many benefits, which our attorneys explain in this foreign trust protection post. Offshore trusts or accounts are not exempt from domestic…
Special Needs Law Month
Special Needs Law addresses multiple legal, financial, and medical concerns for families who care for a disabled loved one. October is Special…
