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 7
-
Blended Families & the Lifetime QTIP Blended families have unique estate planning challenges which can be exacerbated if one spouse is wealthier. The Lifetime QTIP is a potential solution. -
Spousal Lifetime Access Trust for Asset Protection & Tax Planning A Spousal Lifetime Access Trust (SLAT) is an incredibly powerful estate tax planning and asset protection tool for married couples. -
Estate Tax Exemptions, Gift Tax Exemptions, & 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? What’s the Process? 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. -
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" -
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? -
Retirement Plans and the Power of Exponential Growth Through the power of exponential growth, your retirement plans have the potential to multiply many times over for the benefit of you and your family.