Estate Planning
June 28, 2019
September 2024 Update: The FAFSA Simplification Act—passed in December 2020 and rolled out over the […]
February 28, 2019
Commonly we find that individuals believe that estate planning is only for the super-wealthy—that they […]
January 5, 2018
Updated April 2018: March 2018, the IRS published the final lifetime exemption and Generation Skipping Transfer […]
October 15, 2017
I recently came across upon a beneficiary designation form for an old life insurance policy […]
August 15, 2017
I’ve never considered myself a helicopter mom. However, I have always considered myself part of […]
September 13, 2016
For two and a half years I cared for my father after he moved to […]
November 28, 2014
In spite of charitable intent, many generous folks fail to include charities in their estate […]
September 28, 2013
Amid a host of headlines out of Raleigh is the news that North Carolina has […]
Some Gifts Keep on Giving: Maximizing Tax Savings with Grantor Trust Asset Substitutions