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- Estate Tax
- Financial Planning
- Fraud & Financial Abuse
- General
- Gift Tax
- Guardianship
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- Links
- Living Trusts
- Medicaid
- NC Income Tax
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- Pending Legislation
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- Special Needs Planning
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inheritance
Incentive Trusts
Posted on: February 20th, 2018
Trusts may be customized to suit the grantor’s wishes, which may include their determination of what’s best for their beneficiaries....
Taxes That Apply to Inheritances in NC
Posted on: April 7th, 2017
While North Carolina’s estate tax was repealed in 2013, other taxes may apply to an inheritance. Tax implications depend on the type of asset, the value, and other factors. ...
Out-of-State Property in North Carolina Probate
Posted on: January 24th, 2017
The executor must inventory and evaluate all personal property, vehicles, and assets that pass through probate. However, if the decedent held property outside of North Carolina, those assets must follow the laws present in the alternate jurisdiction....
Inherited IRA Ruling: Distinctions Between Federal and State Tax Law
Posted on: July 22nd, 2016
Our attorneys strive to share notable rulings and case law to help clients and other advisers understand how a court or officials might respond to a particular set of circumstances. In early June 2016, Private Letter Ruling 201623001 rejected a woman’s request to rollover part of her son’s inherited IRAs....
Why an Executor Might Need Probate Counsel in North Carolina
Posted on: June 6th, 2016
An executor's knowledge of state and federal legislation pertaining to estate administration might be limited. This limited knowledge poses a risk of errors. ...
Remarriages and Inheritances in North Carolina
Posted on: May 9th, 2016
Individuals in North Carolina who have married more than once might have estate planning issues they are not aware of. Whether one has remarried following a spouse’s death or divorce, one should take time to review existing estate planning documents....
