We at Carolina Family Estate Planning believe it is our duty to educate our fellow North Carolinians on how they can prepare and protect their families for life, even after they are gone.
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Estate Tax Exemptions, Gift Tax Exemptions, & Generation-Skipping Transfer TaxAn important aspect of estate planning and asset protection planning is navigating the estate tax, gift tax, and generation-skipping transfer (GST) tax rules
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Should Your Children Have an Heir Safeguard Trust?An Heir Safeguard Trust can be used to protect beneficiaries from future remarriage, lawsuits, creditors or divorce and can provide bloodline protection
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When Is an Adult Guardianship Needed? What’s the Process?If your spouse, parent, or loved one is unable to manage their own health care or the financial decisions, it may be time to consider adult guardianship
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Check Out Our January 2019 Newsletter: Thank You For Voting Us Best Attorney in Western WakeOur January 2019 Newsletter: Listening for a Legacy, Such a Good Dog, and Thank You for Voting for Us for the 2019 Maggy Award for Best Attorney
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What Is a Charitable Remainder Trust?A North Carolina Charitable Remainder Trusts can be used to create income for life while saving taxes and benefitting one or more charities of your choice.
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Is Your IRA or Retirement Plan At Risk to These 7 "Wealth Wasters"?While IRAs and retirement plans have huge tax-savings benefits for you and your family, those benefits are often lost due to these 7 Common "Wealth Wasters"
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What Happens to Retirement Accounts Upon the Owner’s Death in North Carolina?You may understand how IRAs and retirement plans work for yourself, but what happens when you die and the accounts go to your beneficiaries?
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Retirement Plans and the Power of Exponential GrowthThrough the power of exponential growth, your retirement plans have the potential to multiply many times over for the benefit of you and your family.
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"Stretchout" Your Retirement Plans for Maximum BenefitStretchout protection planning can help multiply your retirement plans many times over for you and your family.
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Levels Of North Carolina Asset Protection Planning: Advanced Asset Protection PlanningAdvanced asset protection planning generally introduces establishing trusts is states or countries with favorable asset protection laws for greater protection.