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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…

Craig G. Dalton Jr..

Same sex marriages: are you filing your taxes properly?

USA - February 4 2014 In late 2013, I met with my first same sex couple clients since the U.S. Supreme Court overruled the Defense of Marriage Act (DOMA) last year. If you…

March 6th deadline! Distribute your trust/estate income or pay Medicare tax

USA - January 6 2014 I am one of four beneficiaries of a (modest) trust my father established for his children. Up until recently, our trust owned family farmland that…

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…

Craig G. Dalton Jr..

How will the American Taxpayer Relief Act of 2012 affect you?

USA - January 11 2013 On January 2, President Barack Obama signed into law the American Taxpayer Relief Act of 2012, H.R. 8 (ATRA), preserving many of the key tax…

Robert J. Howell.