We have four Triangle locations! Our Cary (HQ) office moved (Jan 2024) and is located at 1255 Crescent Green Drive, Suite 200, Cary, NC 27518.
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While everyone (myself included) was writing about the Estate Tax and its apparent impending doom, the United States Senate Finance Committee was quality voting 26-0 to end Stretch IRAs for…
Executor’s Toolbox: Life Insurance Locator Services
This is the first of a series of articles on resources available to Executors and family members of a deceased individual which will make the process of wrapping up the…
Without Estate Tax, What’s the Point of Estate Planning?
I wrote previously about the likelihood that the Federal Estate Tax will be repealed at some point in the near future as a result of Donald Trump’s recent election and…
Anderson Cooper and the Reality of Disinheriting Family Members
Anderson Cooper – CNN personality/pundit and the son of Gloria Vanderbilt – recently disclosed that he will not receive an inheritance from his mother, and he wouldn’t have it any…
