Menu
» Estate Planning
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…
Read More
Read More
Share
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…
Read More
Read More
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…
Read More
Read More
Bonds and the original issue discount: Easy does it #3
February 25th, 2009
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
Read More
Bonds and the original issue discount: Easy does it #2
February 15th, 2009
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
Read More
Bonds and the original issue discount: Easy does it #1
February 1st, 2009
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
Read More
A year-end opportunity to wash your dirty stocks: Harvesting losses with wash sales
January 1st, 2009
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
Read More
Practice Areas
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.
