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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 must now consider the importance of digital asset… Read More
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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 that many other techniques do no… Read More
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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 individual (unless a financial advisor is hired to manage the in… Read More
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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 Act of 2001 (“EGTRRA”) presently… Read More
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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 is not clear, however, as proposed legislation cou… Read More
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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 planning goal is to transfer assets to family members duri… Read More
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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 a reasonable risk to reward ratio makes it an at… Read More
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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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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.

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