» Estate 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 how a Living Trust – more accurately called a “Revoca… Read More
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Categories: Estate Planning

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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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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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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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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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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