When love for your pet outlasts your lifetime Pets aren’t just companions—they are family. For many in North Carolina, pets have been loyal confidants through life’s major milestones, from raising children to entering retirement. But what happens to these beloved animals when their primary caregiver passes away or becomes incapacitated? […]
What Is a Charitable Remainder Trust and Why It Matters Now A Charitable Remainder Trust (CRT) is not just a tax planning tool—it’s a vehicle for transforming financial success into lasting impact. Structured as a split-interest trust, a CRT allows individuals to convert highly appreciated assets into a steady stream […]
In the realm of high-net-worth estate planning, preserving wealth and minimizing tax liabilities are paramount concerns that require sophisticated strategies. The concepts of the Squeeze, Freeze, and Please represent a trio of advanced tactics designed to ensure federal exemption limits are utilized effectively to reduce both estate and gift tax […]
Charles House Association, a recognized leader in elder care services, recently welcomed Estate Planning Attorney Jeff Bloomfield to its Board of Directors, strengthening its commitment to families across Chapel Hill and Carrboro. Attorney Bloomfield, known for his compassionate approach and deep knowledge in estate planning, founded on years of experience […]
Hiring the right estate planning attorney is one of the most important decisions you can make for your financial future. A well-crafted estate plan ensures that your assets are protected, your wishes are legally documented, and your loved ones are taken care of without unnecessary complications. But with so many […]