Posted on June 24, 2015 by Gregory Herman-Giddens

Phone Scam Using Our Firm Name

Be advised we do not make unsolicited phone calls to persons with whom we have no prior relationship, regarding tax advice or any other legal or financial services. […]

Posted on June 19, 2015 by Gregory Herman-Giddens

Tax Planning for Family Loans

​Lending money to a relative might happen once, twice, or several times throughout one’s lifetime. If the lender does not plan well for the loan, taxes could be imposed. […]

Posted on June 17, 2015 by Gregory Herman-Giddens

NC Estate Planning Blog New Platform

Our attorneys in Chapel Hill with TrustCounsel recently switched blog platforms for the North Carolina Estate Planning Blog. […]

Posted on May 29, 2015 by Gregory Herman-Giddens

New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children

Same-sex couples who have a child in North Carolina could previously only list one parent on the child’s birth certificate. […]

Posted on May 27, 2015 by Gregory Herman-Giddens

Covering Retirement v. Leaving Inheritance

Expenses in senior years continue to be a concern for many Americans. As multiple studies show, most individuals do not maintain adequate retirement contributions. […]

Posted on May 26, 2015 by Gregory Herman-Giddens

Avoid a Will Dispute

An individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully contesting a will in North Carolina (and similarly in other states) requires evidence of certain factors. […]

Posted on May 25, 2015 by Gregory Herman-Giddens

3 Reasons to Choose a Non-Family Trustee

Creating a trust generally involves the intention of preserving assets for loved ones. Benefiting from a trust’s preservation might not be possible if the trust is not maintained properly. […]

Posted on May 24, 2015 by Gregory Herman-Giddens

Looking Ahead: Rising Nursing Home Costs in North Carolina

When retirement saving makes headlines, it is often to highlight that Americans are not saving enough for their senior years. Individuals should be realistic about long-term expenses when planning retirement contributions and investments. […]

Posted on May 24, 2015 by Gregory Herman-Giddens

Opportunities for 529 College Savings Plans

529 College Savings Plans consistently offer long-term tax-deferred growth for future students. As a savings tool, 529 plans come with a few restrictions. For one, contributions must be made with after-tax dollars. […]

Posted on May 23, 2015 by Gregory Herman-Giddens

Tax Concerns for New Domicile

Living in one state while claiming domicile in another could offer many benefits depending on the jurisdictions. Tax benefits are generally a prime factor when an individual considers claiming domicile outside their resident state. […]

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