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…
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…
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…
No Health Insurance? You Still Have to Pay
If you don’t pay for health insurance, then you have to pay a fee. This fee is called the Shared Responsibility Payment….
Same-Sex Marriages Recognized by Jurisdiction of Ceremony
Last week the Internal Revenue Service announced that valid same-sex marriages will be recognized for federal tax purposes based on the where…
BVI Accounts Under Scrutiny in 2014
A new law will reveal more details about United States taxpayers who maintain accounts in the British Virgin Islands. Starting in 2014,…
North Carolina Pet Trusts
Not every state has laws addressing pet trusts. Fortunately, North Carolina pet trust laws allow residents to establish clear plans for the…
Updated: Top States for Domestic Asset Protection Trusts 2013
Our asset protection lawyers in Chapel Hill shared Steve Oshins’ Annual Domestic Asset Protection Trust State Rankings earlier this year, and now…
What You Need to Know About Life Insurance and Annuity Changes
A growing number of Veterans Affairs life insurance policy holders are being unpleasantly surprised by undisclosed terms in their policies that are…
