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- Administration
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- Charitable Gift Planning
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- Estate Tax
- Financial Planning
- Fraud & Financial Abuse
- General
- Gift Tax
- Guardianship
- Health Care
- Income Tax
- IRAs
- Life Insurance
- Links
- Living Trusts
- Medicaid
- NC Income Tax
- North Carolina Department of Revenue
- Nursing Homes
- Pending Legislation
- Powers of Attorney
- Probate
- Qualified Plans
- Real Property
- Retirement
- Social Security
- Special Needs Planning
- Tax
- Tax Fraud
- Trusts
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Asset Protection
Estate Planning for Collectibles: Wine, Art, Cars & More
Posted on: November 17th, 2014
Estate plans are not only vehicles for passing cash, investments and real property along to named beneficiaries, these tools can also transfer more complex assets. How does one pass on a wine collection, valuable artwork, antique cars, or rare baseball cards that were accumulated over a lifetime?...
Top 5 States for Dynasty Trusts
Posted on: November 4th, 2014
Dynasty trusts offer asset protection and estate and generation-tax skipping tax avoidance over many generations. Three years ago attorney Steve Oshins started a ranking system of dynasty trusts. ...
Access to One’s Digital Estate
Posted on: October 25th, 2014
More states are starting to address a growing area of an individual’s estate: Digital assets. Last year North Carolina was slated to amend the durable power of attorney and estate administration laws to include power to manage digital assets, but the provisions did not pass. ...
Protect Parents’ Assets
Posted on: September 8th, 2014
As parents age, the risk of health problems grows. TheSandwich Generation—those caring for both their children and their parents, may experience the stresses and expenses of elder care, and then more issues later with probate of a deceased parent’s estate if no advance plans are made....
Asset Protection and Marriage
Posted on: September 5th, 2014
In the process of legally dissolving a marriage, the fate of assets may not match a spouse’s intentions. What should couples know about spousal claims and providing for children?
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Asset Protection in Second Marriages
Posted on: August 25th, 2014
What asset protection strategies should an individual consider after divorce if they play to re-marry? Whether a marriage is a first or fifth, some planning tools always offer a degree of protection. Every couple’s goals, life stage, and assets are unique. ...
