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Estate Tax Panning for Married Couples: Using Estate Tax Exemptions

A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple's children and grandchildren, are supported financially. Permissible...more

Make Estate Planning a Point of Focus in 2022

Even if your 2022 New Year's resolutions have long since gone by the wayside, as most have, now can and should be a time of renewed focus on family and self-betterment.  In the midst of economic uncertainty, geopolitical...more

Temporary Relief for NC Taxpayers Under New COVID-19 Legislation

Members of the North Carolina General Assembly made good use of their time leading up to the short session that began on April 28, with each chamber filing a COVID-19 relief bill within twenty-four hours of reconvening....more

Estate Planning Resolutions for 2020

The holiday season has come and gone, and it's hard to believe that we are on the brink of a new year and decade.  For many of us, the start of a new year can be a time of empty commitment to self-betterment....more

Lifetime Transfers of Family Business Interests: An Estate Tax Planning Opportunity in Uncertain Political Times

When a family business owner's goal is to ultimately pass ownership of the business on to the next generation, business succession planning and the owner's estate planning are inextricably linked. The most difficult issues...more

Estate Planning Resolutions for 2018

Another holiday season will have come and gone before we know it. For many, the start of 2018 will be a time of empty commitment to self-improvement because meaningful New Year's resolutions are frequently made but rarely...more

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