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Wills and Trusts

Thursday, October 10, 2019

What to Include in Your Will


A will is a legal tool that allows you to provide directions as to how you want your personal assets distributed when you die. This is what many people think of when a will comes to mind, but it can do so much more. There are several other provisions you can include in a will that can be extremely beneficial to your estate and your loved ones.
Read more . . .


Friday, August 9, 2019

Recent Supreme Court Ruling Regarding Taxation of Trusts


The Supreme Court recently issued a unanimous decision in North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust. At the center of the case was a dispute as to whether or not North Carolina had the authority to tax the trust given the specific facts of the case. You see, Kimberly Rice Kaestner’s father, Joseph Lee Rice, created the trust in New York for the benefit of his children. He appointed a New York resident as a trustee.
Read more . . .


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| Phone: 803-594-4453
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| Phone: 704-369-9977

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