Learn important information about how to properly plan a North Carolina estate
Carolina Family Estate Planning focuses their practice on educating the community on how they can prepare their families for life after they are gone.
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LLCs for Asset Protection for NC Rental Property Owners Rental property owners should consider limited liability companies (LLCs) as part of their North Carolina asset protection plan -
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 -
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? -
Retirement Plans & 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.