As your Charlotte estate and tax-planning lawyer, I would like to ask how your holiday shopping is going? If you are like me you are trying your best to fit holiday shopping into every day family and work life, running errands and all other day-to-day obligations. What if I told you to skip the malls [...]
Tag Archives: tax planning
August 18, 2009
So You Think Your Estate is a “Small” Estate?
You may not think you have a “small” estate after knowing the following. Assets that are included in determining the value of your Estate may surprise you. Your gross estate for Federal estate tax purposes is a broad concept. It is not limited to probate property or by state tax exemptions. It includes all your [...]