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Do you need an estate plan?

USA - March 1 2014 With the new federal estate and gift tax laws, and the repeal of North Carolina's estate and gift tax system, you do not need an estate plan, right…

Westray B. Veasey.

Why you need an estate plan post 2013 Tax Act

USA - May 22 2013 Estate planning is the process of designating, during your life, the disposition of your assets upon your death in a manner that attempts to…

Westray B. Veasey.

Estate planning after the American Taxpayer Relief Act

USA - February 8 2013 Congress adopted the American Taxpayer Relief Act (the Act), effective January 1, 2013. The Act made permanent tax rates and exemptions for estate…

Take advantage of current estate planning opportunities

USA - September 5 2012 The last three years have witnessed substantial changes in federal estate and gift tax laws and more changes are undoubtedly coming. 

The advantages of a revocable trust

USA - July 21 2011 Clients who are thinking about revising their estate planning documents may want to consider creating a Revocable Trust as part of their estate plan

H. Chalk Broughton Jr..