A Hidden Tax: Does Your State Have Its Own Estate or Inheritance Tax?
In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as…
Search Results for “estate planning”
How to Optimize Your Estate Plan with Adam Tarsitano, Ep #194
You may remember estate law attorney Adam Tarsitano from episode 165 when we went over the importance of a professionally prepared estate plan. Since the summer is a good time…
Is Rental Real Estate Right for You?
Rental real estate is hot right now, especially in the Triangle area. Over the past two years, I’ve had many of my clients ask about rental real estate and whether…
The Importance of Financial Planning
Do you have a mapped-out plan for your future? Do you know the best steps to take to achieve your goals? Financial Planning could be the answer. In a world…
Why You Need a Professionally Prepared Estate Plan, Ep #165
Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you…
Planning for Business Owners
The Situation Tyler and Lauren own a business together, and they have four children. They haven’t had the time to dedicate to their finances in the past, and now they…
What to Consider When Reviewing Your Estate Documents
Like other parts of your financial life, estate planning is not a one-time event. There is no “set it and forget it” aspect to it since our lives and laws…
Financial Planning Strategies for Grandparents, Ep #145
With Grandparents day around the corner, this week we’re breaking down helpful financial planning strategies for grandparents. Many grandparents have dreams of sharing the fruits of their labor with…
The ABC’s of Special Needs Financial Planning, Ep #113
Special needs financial planning is an intricate and delicate process. A process loaded with challenging emotional and financial decisions. So below we provide 4 steps to think through if planning…
Planning for the Risk of Diminished Capacity
Aging is a fact of life. It brings with it many great things such as a growing family, more financial freedom and enjoying the golden years of retirement. With it…
