Articles & Firm News

To Sell or Not to Sell: The Great Inevitable Debate for the Family-Owned Business

After years of hard work (possibly decades), your client has built a successful family-owned business. Now that your client is older, he/she is ready to sell the business and use the proceeds for their retirement. B… Read More
Read More
Categories: Business Planning

Is A Will Good Enough or Should I Have a Living Trust?

One of the most common questions I get is the following: “is a Will good enough, or should I also have a Living Trust?” The answer is that it depends, but please allow me to explain to you ho… Read More
Read More
Categories: Estate Planning

Probate, Estate and Business Planning Tips for Everyone!

As a tax attorney (as well as an insurance representative and financial planner) that focuses my practice largely on Estate Planning for common folk and high-net-worth individuals alike, Business Plan… Read More
Read More
Categories: Firm News

The Times They Are A-Changin': Digital Assets and Your Estate Plan

For time immemorial, estate planners never had to worry about digital assets. But with the ever increasing reliance on and use of technology in the daily lives of the average American, estate planners… Read More
Read More

Say bye-bye to passive activity losses: A possible past-time for LLCs and LLPs

Limited liability companies (LLCs) and limited liability partnerships (LLPs) are well ingrained as two of the preferred techniques used by estate planning professionals. Both LLCs and LLPs offer significant advantages th… Read More
Read More
Categories: Articles, Income Tax

Choosing a Roth IRA

One of the most-discussed ways of saving for retirement is through an Individual Retirement Arrangement or “IRA.” An IRA is a tax-advantaged retirement plan set up and managed by an individua… Read More
Read More

Uncertain times for estate planners: What changes loom for 2009?

Several possible changes that may occur in the very near future pose great uncertainty for estate planners. The biggest uncertainty revolves around the estate tax. The Economic Growth and Tax Relief Reconciliation A… Read More
Read More

A GRAT way to transfer wealth. Well, at least for now...

If you possess assets that are appreciating fast (or at least you think they will), the GRAT is simply one of the most effective ways of transferring value at a low cost. The future of this technique… Read More
Read More

Private annuities

A private annuity can be an effective way of transferring wealth to a family member, freezing the estate, avoiding estate and gift tax, and ensuring a lifetime stream of income. If the estate pla… Read More
Read More

The fine art of fine art investments

In recent years, fine art has increasingly been viewed as a wise alternative investment and as a means to better achieve diversification. The low correlation of fine art to more traditional markets and&nbs… Read More
Read More

About Jesse Coyle

Jesse T. Coyle's Profile Image
Mr. Jesse T. Coyle is a licensed attorney in both North Carolina and Illinois, as well as a Certified Financial Planner™. Jesse has dedicated his career to helping all families navigate the complicated waters of estate planning and probate matters. Jesse and the members of Carolina Tax, Trusts & Estates are available for your call and would be pleased to assist you…

Read More About Jesse