Maximum Probate Fees Doubled Effective September 1, 2005 Take Steps Now To Avoid This Tax And The Burdens Of Probate (pdf format)

2005 Legislature Re-Enacts the North Carolina Inheritance Tax (pdf format)

Planning Methods To Control Medical Treatment (pdf format)

The Benefits Of Naming a Charity As The Beneficiary Of a Retirement Account (pdf format)

New Guidance Regarding Split Dollar Arrangements (pdf format)

New Proposed Minimum Distribution Regulations (pdf format)

Giving Substance To The Forms: Addressing The Potential For Conflict that Lies Beneath The Surface Of Your Legal Documents (pdf format)

The Gross Estate (pdf format)

Estate Planning for "Non-Traditional" Families.

Estate Planning Concepts Pertinent Estate and Gift Tax provisions as they affect Estate Planning.

Talking with Adult Children Involving your children in Estate Planning

My Medication Record (pdf format)

Trustee's Alert North Carolina's Prudent Investor Act

Estate Planning Checklist Are you Fiscally Fit

Can Your Family and Business Answer These Questions?

Memorandum To Our Clients and Friends About Recent Changes in the Area of Federal Gift and Estate Tax