Common Estate Planning Pitfalls in North Carolina

Estate Planning Pitfalls

Creating an estate plan is crucial for safeguarding your assets and ensuring your loved ones are protected. However, several common pitfalls can hinder the effectiveness of your estate plan. Here are key mistakes to avoid: Failing to Create an Estate Plan: Neglecting to create an estate plan is a significant mistake. Intestate succession laws in…

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Jim Hickmon Included in 2024 Leaders in the Law

Jim Hickmon is a recipient of the 2024 Leaders in the Law Award from NC Lawyers Weekly and Elon University

We are excited to share that Jim Hickmon has been named to the 2024 Leaders in the Law by Elon University and North Carolina Lawyers Weekly. Jim Hickmon is certified by the North Carolina State Bar Board of Legal Specialization as a Board Certified Legal Specialist in Estate Planning and Probate Law and is a…

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Jim Hickmon selected to Super Lawyers 2024

North Carolina Estate Planning & Fiduciary Law and the law office of James E. Hickmon, PLLC, are happy to share that JimHickmon has been included in the 2024 Edition of North Carolina Super Lawyers. Jim Hickmon is a Board Certified Legal Specialist in Estate Planning and Probate Law and is a Certified Financial Planner®.  He…

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U.S. Treasury Issues Rev. Proc. 2023-34 Detailing Changes to Estate, Gift & Generation Skipping Transfer Tax Rates & SECURE Act 2.0 Revisions for 2024 & Beyond

U.S. Treasury Issues Rev. Proc. 2023-34 & SECURE Act 2.0 Revisions for 2024 & Beyond

On November 11, 2023, the U.S. Treasury Department issued Rev. Proc. 2023-34 releasing the 2024 inflation-adjusted exemptions for estate, gift, and generation-skipping transfer tax as follows: The estate and gift exemption amount (currently $12.92 million in 2023) will increase to $13.61 million per taxpayer for 2024 ($27.22 million per married couple).  The generation-skipping transfer tax…

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Modifying Irrevocable Trusts in North Carolina: What You Need to Know

Irrevocable Trusts

Irrevocable trusts, by design, are meant to remain unchanged. However, life’s unpredictability and evolving legal landscapes can sometimes necessitate alterations. More commonly, at the death of a revocable or “living” trust’s creator, their trust immediately becomes irrevocable. In addition, trusts created under a person’s last will and testament (testamentary trusts) are likewise irrevocable, coming into…

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Year-End Gift, Tax, Retirement, & Estate Planning

End of Year Estate Planning reminders for Estate Planning Awareness Week 2023

As another year-end approaches, tasks on your financial “to-do” list should include a reexamination of your current gifting, retirement, and estate planning and act on key year-end planning opportunities. A review of your current estate planning and current financial position can help you ensure that you are taking full advantage of all tax-saving opportunities and…

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Legal Assistant – August 2023

LEGAL ASSISTANT The Firm’s Legal Assistant is an integral part of our team and will directly support our Executive Director, Managing Attorney, and Associates. This position requires strong interpersonal skills, strong attention to detail, and the ability to handle multiple competing priorities. Essential Duties and Responsibilities: Manage all client files -both hard copy and in…

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Our New Offices on the 4th floor at 5605 Carnegie Boulevard in the South Park area of Charlotte, NC

Our growing firm required a new headquarters. We love South Park, though, and did not travel far. Our new location is: 5605 Carnegie Boulevard, Suite 420 Charlotte, NC Our other contacts remain the same. Add us to your mobile contacts using your phone’s camera to focus on the QR code below.

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