Creative works that belong to you are considered your intellectual property and are often called digital assets. Because your digital assets are often worth something, they should be included in your estate plan just like your financial assets. Protect your...
If you are looking at planning for end of life financial circumstances, you may be wondering about the tax laws in NC. How much will the Federal and State governments take from your final estate when you pass away? Will your heirs have to pay inheritance taxes on the...
Do you want to keep as much of what you have earned as you possibly can? Work for your family's future and learn how to optimize your estate and finances with Trusts and IRA's. Don't let taxes, fees, and red tape take a cut from your hard work. If the future has...
Revocable Trusts have grown in popularity. They provide a lot of things that other estate planning tools do not – control, privacy, and streamlining. While trust planning was a critical component of an estate plan when the estate tax threshold was much lower, now the...
On December 19th, 2019, the SECURE Act was passed for the purpose of bolstering retirement savings and became effective as of January 1, 2020. Among other things, this one-hundred thirty-page document gave more buoyancy to certain types of savings accounts that focus...
