Category: Estate Planning

Many people who have worked hard throughout their careers to build wealth choose to give back by undertaking charitable giving through their estate plan. Incorporating philanthropic goals this way can help you develop a charitable legacy for yourself and your family and obtain tax benefits that can prove helpful in financial planning. 

For many couples in North Carolina and South Carolina, marriage isn't part of their immediate plans. Whether you've chosen to delay marriage, can't get married, or simply prefer to build your life together unmarried, you face unique estate planning challenges that married couples don't encounter. Without proper planning, unmarried...

Although it would be so much easier if it were the case, estate planning is not a one-and-done process. Life happens, the law changes, and personal goals evolve over time, making it essential to review your estate plan regularly. Whether you live in North Carolina or South Carolina, keeping your estate plan...

When estate planning, smart and strategic decision-making will help to ensure that your wealth is preserved and passed on to your loved ones efficiently. One often-overlooked aspect of estate planning is the Generation-Skipping Transfer Tax (GSTT)—a federal tax that can significantly affect the transfer of assets across multiple generations. 

As a business owner, you’ve invested significant time, effort, and resources into building and growing your business. But have you planned for its future if something happens to you? Estate planning is essential to protect your personal assets and ensure that your business continues to thrive after you're gone. 

Estate planning can be a complicated process for anyone, but it becomes even more complex when dealing with blended families. In these families, spouses may have children from previous relationships, creating additional considerations in distributing assets fairly. Without a clear estate plan, your wishes may not be fulfilled as intended, leading...

Estate taxes can pose a significant challenge to preserving wealth for future generations. Without a proper plan, a substantial portion of your estate could go toward taxes instead of benefiting your loved ones. Fortunately, there are strategies you can implement to minimize estate taxes and ensure your wealth is passed down efficiently.