As a North Carolina estate planning attorney, I know young professionals have a lot to think about…starting their careers, buying their first home, starting a family. All of these accomplishments are just the beginning of many bigger life events to come. So it is a rare day when someone in this generation wants to think [...]
Tag Archives: IRA
October 18, 2010
Estate Plan Needs And Concerns Change Along With Our Lives
I gave a presentation to a 55 and older community in Cary, North Carolina this weekend. I have always said that there are different estate planning objectives at each stage in life. I don’t only say that because of my many years of experience in this area, but it is also confirmed by the types [...]
August 16, 2010
Not every asset is handled in the same way when transferring it (also known as “funding the trust”) into the Revocable Living Trust. As a matter of fact, there are certain types of assets that if transferred into the Revocable Living Trust will cause significant tax consequences. A common manner in naming a Revocable Living [...]