IRS Issue Inflation Adjustments For Trusts, Estate, And Gifts For 2026
Nov. 7, 2025
The IRS issued Rev. Proc. 2025-32, 2025-IRB (October 27, 2025) providing inflation adjustments for estate planners for tax year 2026.
Continue ReadingCommon Causes of Business Litigation and How to Protect Your Company
Nov. 3, 2025
Running a business is a rewarding venture, but it comes with its share of risks. One of the most significant challenges a company can face is litigation. As a business owner, you pour everything into your company's success. The last thing you want is a lawsuit that drains your resources, time, and focus. That's why seeking legal guidance before a problem arises is so important.
Continue ReadingHow to Resolve Breach of Contract Disputes Without Going to Court
Oct. 7, 2025
When a business agreement falls apart, your first instinct might be to head straight to court. However, litigation isn't always the best path forward. At North Carolina Estate Planning & Fiduciary Law, we assist businesses and individuals in Charlotte, North Carolina, and the surrounding areas in finding practical solutions to contract disputes, thereby avoiding the time, expense, and uncertainty associated with formal litigation.
Continue ReadingHow to Shield Your Assets from Creditors and Minimize Tax Liabilities
Sept. 11, 2025
Life throws curveballs when you least expect them. A lawsuit, unexpected medical bills, or business failure can threaten everything you've worked hard to build. That's where smart asset protection and tax planning come into play. At North Carolina Estate Planning & Fiduciary Law, we help individuals and families across Charlotte, North Carolina, and surrounding areas protect their wealth and minimize their tax burden. Our attorneys bring years of specialized experience in estate planning, asset protection, and fiduciary law to help you safeguard your financial future.
Continue ReadingHow to Navigate Complex Due Diligence Processes in Mergers & Acquisitions
Aug. 20, 2025
Mergers and acquisitions (M&A) are far more complicated than simply signing contracts. They require strategic vision, meticulous planning, and in-depth legal knowledge. The success of mergers and acquisitions often hinges on careful analysis and well-informed decision-making at every step. At North Carolina Estate Planning & Fiduciary Law, we have years of experience working with buyers, sellers, and fiduciaries across Charlotte, North Carolina, and the surrounding areas. Whether you’re looking to acquire a company, negotiate terms for a sale, or prepare for potential opportunities, we’re here to guide you at every step.
Continue ReadingGuardianship Basics: When and How to Protect a Loved One's Interests
Aug. 4, 2025
Making decisions about guardianship is never easy, but it can be an important step in protecting the well-being and financial interests of your loved ones. Guardianship is a critical decision that requires careful consideration and adherence to state laws.
Continue ReadingHow to Create a Comprehensive Plan for Disabled Beneficiaries
June 30, 2025
Planning for the financial and personal care of a loved one with a disability requires care, foresight, and a deep understanding of their current and future needs. At North Carolina Estate Planning & Fiduciary Law, we can create a comprehensive estate plan that provides stability for your disabled beneficiary while addressing legal and financial complexities. Based in Charlotte, North Carolina, our attorneys have extensive experience in estate planning, with a special focus on trust and estate administration. Our approach is centered on understanding your goals and providing options that strike a balance between security, flexibility, and affordability for your loved ones.
Continue ReadingHow to Handle Conflicts Over Trust or Estate Management
May 23, 2025
Administering trusts and estates is rarely a simple process. Disputes can quickly escalate, fueled by heightened emotions. Issues such as mismanagement, alleged breaches of duty, or conflicts between beneficiaries and fiduciaries often complicate an already sensitive situation.
Continue ReadingUsing Qualified Personal Residence Trusts (QPRTs) in Estate Planning: Benefits, Risks, and Tax Implications
April 30, 2025
A Qualified Personal Residence Trust (“QPRT”) is a powerful estate planning tool that allows individuals to transfer a personal residence or vacation home to beneficiaries at a reduced gift tax cost while retaining the right to live in the residence for a specified term.
Continue ReadingWhat Is Post-Mortem Planning, and How Can It Save Your Heirs Time and Money?
April 28, 2025
Estate planning isn’t just about managing your affairs during your lifetime - it’s also about creating a smooth transition for what comes next. Post-mortem planning addresses key financial and legal decisions that need to be made after death.
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