Articles & Firm News

Estate planning in a low-interest-rate environment

Low interest rates create planning opportunities for estate planning and their clients. The techniques benefited by the current low interest rates include intra- family loans, SCINs, installment sales to grantor trusts, GRATs, CLATs and charitable gi… Read More
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Bonds and the original issue discount: Easy does it #3

With the investment landscape changing investors have shown interest in more secure and conservative investment vehicles. Many clients have expressed an interest in bonds. However, the complexity of the varying bond vehicles and the income tax implic… Read More
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Bonds and the original issue discount: Easy does it #2

With interest rates at historical lows, several wealth transfer techniques offer high net worth individuals an excellent opportunity to transfer wealth to their descendants at a minimal cost. These techniques benefit from low interest rates. Two soph… Read More
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Bonds and the original issue discount: Easy does it #1

With interest rates at historical lows, several wealth transfer techniques offer high net worth individuals an excellent opportunity to transfer wealth to their descendants at a minimal cost. These techniques benefit from low interest rates. Two soph… Read More
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A year-end opportunity to wash your dirty stocks: Harvesting losses with wash sales

The Internal Revenue Code Section 165(a) permits deductions for any loss sustained during the taxable year and not compensated for by insurance or otherwise. The broad language of Section 165 seemingly allows deductions for almost any type of loss. L… Read More
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About Jesse Coyle

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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.

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