Learn important information about Estate Planning in North Carolina
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.
- Page 5
-
Blended Families & the Lifetime QTIP Blended families have unique estate planning challenges which can be exacerbated when one spouse is significantly wealthier than the other. The Lifetime QTIP is a potential solution. -
Spousal Lifetime Access Trust A Spousal Lifetime Access Trust (SLAT) is an incredibly powerful estate tax planning and asset protection tool for married couples. -
Estate Tax, Gift Tax, & Generation-Skipping Transfer Tax An important aspect of estate planning and asset protection planning is navigating the estate tax, gift tax, and generation-skipping transfer (GST) tax rules -
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 -
When Is an Adult Guardianship Needed? If your spouse, parent, or loved one is unable to manage their own health care or financial decisions, it may be time to consider adult guardianship -
Check Out Our January 2019 Newsletter: Thank You For Voting Us Best Attorney in Western Wake Our 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 -
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. -
Stretchout Protection Trust Your Stretchout Protection Trust and supporting documents provide the trustee with instructions regarding the proper retitling of your IRA or retirement plan. -
7 Common IRA & Retirement Plan "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" -
Retirement Plans Upon Death You may understand how IRAs and retirement plans work for yourself, but what happens when you die and the accounts go to your beneficiaries?