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)

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