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United State Supreme Court Spanks North Carolina

Posted by Nina Whitehurst | Jul 01, 2019 | 0 Comments

In a recent case, North Carolina Dept. of Revenue v. Kimberly Rice Kaestner 1992 Family Trust (U.S., June 21, 2019), the Supreme Court of the United States ruled that North Carolina had no business taxing Ms. Kaestner, a North Carolina resident, solely because she was a future beneficiary of a trust...

California Death and GST Tax Proposed Beginning 2021

Posted by Nina Whitehurst | May 21, 2019 | 0 Comments

In this world nothing can be said to be certain, except death and taxes.  - Benjamin Franklin, in a letter to Jean-Baptiste Leroy, 1789, which was re-printed in The Works of Benjamin Franklin, 1817.   And as most of you are all too well aware, sometimes those two things occur at the same time,...

No More Waiting! Review Your Estate Plan

Posted by Nina Whitehurst | Mar 15, 2019 | 0 Comments

Check your estate plan for changes required to meet the requirements and opportunities. Changes created by the passage of the Tax Cuts and Jobs Act create a need to revisit your estate plan, if you have not already done so, according to The Kansas City Star in “Talk to estate attorney about im...

New Tax Laws May Not Be Good News for Charities

Posted by Nina Whitehurst | Feb 25, 2019 | 0 Comments

Giving for the tax break or to better your community? Or Both? Some people donate to charities primarily for the tax breaks, so the U.S. Tax Cuts and Jobs act may cause them to review their charitable giving, says Barron's Penta in “How to Leave Assets—With an Immediate Tax Write-Off.”

End of Year? Good Time to Review Estate Plan

Posted by Nina Whitehurst | Dec 25, 2018 | 0 Comments

The new tax laws offer some opportunities. Have you taken the laws into consideration? With the Tax Cuts and Jobs Act in place, the end of the year is a good time to review your estate plan and see what you are missing or what opportunities may be available, according to The National Law Journal...

Retirement Can Bring Tax Shock

Posted by Nina Whitehurst | Aug 23, 2018 | 0 Comments

Retirees may find themselves facing a major federal tax increase fueled by tax-deferred accounts. There are many financial strategies occurring as you save toward your retirement, including maximized annual contributions and compounding interest. This can cause a tremendous tax bite, unless ...

Tax Time Can Get You Started on an Estate Plan

Posted by Nina Whitehurst | Apr 12, 2018 | 0 Comments

Preparing for the tax season is also a good way to organize an estate plan. Since you have to get all of your financial information for the year sorted out and digested at tax time, you can also benefit from your organizing effort by creating an estate plan, according to Forbes...

Gifting Plans May Need a Fresh Look

Posted by Nina Whitehurst | Feb 23, 2018 | 0 Comments

New tax laws raise a lot of questions, including the use of gifting. Gifting is usually done as a way of shrinking an estate as much as possible to lower the eventual estate tax burden.  However, that may no longer be necessary for some people, according to My San Antonio in "How gifting of ...

Attorney Can Clean Up Any Confusion over New Tax Laws

Posted by Nina Whitehurst | Feb 13, 2018 | 0 Comments

Significant changes mean it is a good time to meet with your attorney and to consider any new plans. The tax changes recently signed into law create a need to go to an estate planning attorney to make sure your estate plan is still optimal for you and your family. Forbes offered some suggestions...

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