Estate Planning For Beneficiaries With Mental Illness
Oct. 17, 2024
According to the National Alliance on Mental Illness, 19.1% (nearly 1 in 5) of U.S. adults experience mental illness annually. Historically, discussions surrounding mental illness were taboo and off-limits.
Continue ReadingAnalyzing the Supreme Court’s Connelly v. Commissioner Decision
Oct. 17, 2024
The June 6, 2024, U.S. Supreme Court ruling in Connelly v. Commissioner of Internal Revenue has captured significant attention in legal and financial circles due to its profound implications for estate taxation and corporate succession planning.
Continue ReadingHow Often Should I Review My Estate Planning Documents?
Oct. 17, 2024
In a perfect world, you should review your estate planning documents every time there is a life event, such as a,
Continue ReadingCommon Estate Planning Pitfalls in North Carolina
Oct. 17, 2024
Creating an estate plan is crucial for safeguarding your assets and ensuring your loved ones are protected.
Continue ReadingHow Do I Plan for Possible Incapacity During My Lifetime? What Estate Planning Documents Are Necessary?
Oct. 17, 2024
There are several estate planning documents that we prepare for our clients to anticipate some form of incapacity, including:
Continue ReadingSpousal Lifetime Access Trusts (SLATs): A Comprehensive Guide to Maximizing Estate Planning Benefits
Oct. 17, 2024
Spousal Lifetime Access Trusts (SLATs) are a sophisticated estate planning tool that enables high-net-worth individuals to transfer wealth efficiently while maintaining access to the assets indirectly.
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