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Estate Planning for Digital Assets
August 5th, 2022
Formation of an LLC in North Carolina
June 24th, 2022
The Times They Are A-Changin': Digital Assets and Your Estate Plan
August 1st, 2013
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 must now consider the importance of digital asset…
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Say bye-bye to passive activity losses: A possible past-time for LLCs and LLPs
January 1st, 2010
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 that many other techniques do no…
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Choosing a Roth IRA
July 15th, 2009
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 individual (unless a financial advisor is hired to manage the in…
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Uncertain times for estate planners: What changes loom for 2009?
July 10th, 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 Act of 2001 (“EGTRRA”) presently…
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A GRAT way to transfer wealth. Well, at least for now...
July 1st, 2009
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 is not clear, however, as proposed legislation cou…
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Private annuities
May 1st, 2009
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 planning goal is to transfer assets to family members duri…
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The fine art of fine art investments
April 15th, 2009
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 a reasonable risk to reward ratio makes it an at…
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Estate planning in a low-interest-rate environment
April 1st, 2009
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…
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