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Implementing an Irrevocable Trust in Your Estate Plan
November 3rd, 2022
When you begin planning your estate, you might be wondering if an irrevocable trust is a good option. While a wide variety of trusts may be utilized to accomplish your estate planning objectives, this type of trust can be beneficial for those seeking…
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Categories: Estate Planning
Tips to Avoid Probate
September 8th, 2022
Probate is the court-supervised process by which an individual’s estate is distributed to their beneficiaries. These legal proceedings can be lengthy and costly — and many people wish to help ensure their loved ones avoid going through the public…
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Categories: Estate Planning
Estate Planning for Digital Assets
August 5th, 2022
Until recent years, those planning their estates did not have to be concerned with anything other than their physical property and liquid assets. Now, technology and digital assets have become part of everyday life and must be thought about when plan…
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Is A Will Good Enough or Should I Have a Living Trust?
May 23rd, 2022
One of the most common questions asked during the estate planning process is whether a last will and testament is sufficient, or a living trust is also needed. The answer is that it depends. Neither estate planning tool is better than the other — t…
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Categories: Estate Planning
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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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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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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About Jesse Coyle
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.
