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- Financial Planning
- Fraud & Financial Abuse
- General
- Gift Tax
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distribution
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....
Managing Estate Assets
Posted on: May 8th, 2017
Executors must preserve estate assets until distribution. Overseeing estate assets could be a burden for executors, particularly if the decedent bequeathed out-of-state property or unique assets. ...
3 Tax Benefits the 50+ Crowd Enjoys
Posted on: August 10th, 2016
Although many tax regulations fluctuate based on the taxpayer’s adjusted gross income, some tax provisions are instead based on the taxpayer’s age. Knowing when an individual will enjoy certain tax benefits can help to guide tax planning. North Carolina taxpayers aged 50 and older enjoy several tax advantages....
Rights of Trust Beneficiaries
Posted on: June 7th, 2016
Trust beneficiaries have legal rights detailed in the trust documents and governed by state and federal trust code. If problems have resulted from a negligent trustee, or the trustee fails to adequately address issues brought to his or her attention by the beneficiary, it might be time for the beneficiary to reach out to a trust attorney and, potentially, the courts for corrective action....
Supplemental Needs Trusts: Critical Trustee Duty
Posted on: July 1st, 2014
A supplemental needs trust is funded with third party assets for the benefit of a disabled individual. (Special needs trusts are funded with the disabled person’s assets.) Both of these trusts help preserve a disabled person’s assets and their eligibility for certain public benefits programs. ...
New NC Court Ruling Affects LLCs
Posted on: May 1st, 2014
North Carolina Limited Liability Company (LLC) owners may be interested in a new court ruling that illustrates the protection these asset preservation tools offer. ...
