529 Plans and Their Advantages
529 Plans and Their Advantages A 529 plan, otherwise known as a qualified tuition plan, is a tax-sheltered way of…
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Your Estate Plan – Follow George Washington’s Example
Your Estate Plan – Follow George Washington’s Example We talk often about the importance of a well-thought out estate plan. …
The Grantor Trust – It’s an Income Tax Concept
The Grantor Trust – It’s an Income Tax Concept Many kinds of trusts are used in estate planning. Trusts can…
Who Should Handle Your Affairs?
Who Should Handle Your Affairs? Have you taken the time to consider whom you want to name to help if…
State Taxation of Trusts
State Taxation of Trusts On June 21, 2019, the US Supreme Court ruled in North Carolina Department of Revenue v.…
Are you prepared if disaster strikes?
Are you prepared if disaster strikes? The most common response I hear when I ask if a person has finished …