Estate & Financial Planning Articles
What Is Probate And When Is Probate Triggered In North Carolina?
Sept. 30, 2024
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.
Continue ReadingYear-End Gifting
Sept. 30, 2024
Towards the end of the year, some families consider making financial gifts to others as part of their year-end tax planning.
Continue ReadingYear-End Gift, Tax, Retirement, & Estate Planning
Sept. 30, 2024
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.
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