Estate & Financial Planning Articles
Estate Administration
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

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:

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Estate Administration
Common Disputes and How to Resolve Them

In my experience, there are only two or three things that truly create a hostile relationship and contention within a family during an estate administration process.

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Estate Administration
What Happens If Somebody Dies With Property But No Will?

It is a common assumption between spouses that at the death of the first spouse to die, the surviving spouse will inherit all the deceased’s property.

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Estate Administration
Administration Of Proper and Intestate Estates

We can demonstrate the importance of estate planning by comparing two estates with different approaches to estate planning.

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Estate Administration
What Is Probate And When Is Probate Triggered In North Carolina?

Probate is the court-supervised process over which personal assets are transferred out of the individual’s name into the names of their heirs or beneficiaries after death.

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