inheritance plan

A Good Active Gift Strategy Takes a Little Planning

If you are making a will in Greensboro, North Carolina and are using it to pass inheritances, you may want to think about developing an active gift strategy as well. While you can easily develop an estate plan that focuses on giving gifts through inheritances, developing a living gift giving strategy can provide you with some significant tax benefits. You’ll need to speak to your lawyer …  read more

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Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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