Tax Issues to Consider When Settling an Estate

Posted on: March 5th, 2015
During the first quarter of the year, the only tax items most taxpayers are concerned with are their own personal and business returns. However, settling an estate involves tax matters that need to be resolved before the estate is closed. ...

What is an Heir Search Firm?

Posted on: June 10th, 2013
When an individual dies without a surviving spouse, siblings, parents, descendants, or named beneficiaries, their estate still needs to be distributed. ...

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

Posted on: December 21st, 2012
Although this is the North Carolina Estate Planning Blog, much of what I blog about applies to folks all over the country. Since I am licensed in Tennessee and have clients there, I thought it was appropriate to report on these important changes in Tennessee transfer tax. ...

Veterans Administration Does Not Recognize State Guardians

Posted on: May 20th, 2011
I’ve been at the North Carolina Guardianship Association conference for the last couple of days. One issue that I never really gave much thought to is that the Veterans Administration, as a federal agency, does not recognize state guardianships. ...
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