Category Archives: Estate Taxes

Why Integrated Wealth Strategy Planning should be something YOU do

posted: November 25, 2013

Planning for affluent families requires a team of experts – typically your Estate Planning attorney, your CPA, your financial advisor, and your insurance professional at a minimum.  Coordinated and integrated planning, through what I call Integrated Wealth Strategies Planning, is the key to accomplishing your goals. The ideal candidates for Integrated Wealth Strategies Planning include […]

Portability could save your estate thousands

posted: June 20, 2013

While the attention of the nation was focused on the battle over the American Taxpayer Relief Act of 2012 because of the impact on personal income tax, the law also made significant changes to estate tax law.  People spend a lifetime building financial security and working diligently to build an estate to pass to their […]

PRESS RELEASE: Add Estate Planning to Your List of Resolutions in 2011!

posted: December 13, 2010

Resolving to get your legal affairs in order is one of the most important things you can do to make sure your family, wishes and assets are protected if something unexpectedly happens to you this year. Charlotte, North Carolina:   While many people focus on getting out of debt or getting organized for the New Year, […]

A Truly Unique Holiday Gift!

posted: November 30, 2010

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 […]


posted: 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 […]

What is a Gift Tax Annual Exclusion?

posted: August 20, 2009

The Gift Tax annual exclusion in 2009 is $13,000.  This allows an individual to gift up to $13,000 of cash property per year to each child (or any other person), free of any gift tax.  If you are married, you can gift $26,000 per year, per person tax-free.  This could be from your property, your […]

What is a Credit Shelter Trust?

posted: August 19, 2009

This is probably the most popular type of arrangement for married couples with substantial estates.  It provides that at the death of the first spouse, his/her estate will be split into two parts.  One part, equal to the estate tax exemption amount ($3,500,000 in 2009) would go into a Trust so it would not be […]

So You Think Your Estate is a “Small” Estate?

posted: August 18, 2009

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 […]

The Basics of the Federal Estate Tax

posted: August 4, 2008

At first, most clients that meet with me think that they do not have a large enough Estate to be concerned  about it being taxed when they pass away.  When I have completed asking them questions they are amazed at the true value of their Estate.  The reality is that many people need to start planning […]


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