NC Planning Blog

Does your loved one need assisted living? This list of signs may help you know.

Are you a caregiver and concerned that someone you know may need to move to assisted living, but not quite sure if it’s the right time or if it is needed?  Have you noticed signs or behaviors of your loved one that gives you pause or makes you ask the question of, “Is it time […]

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Are Electronic Wills the Next Big Thing?

We live in an age of technology, and it is truly amazing. Twenty years ago in some North Carolina communities, residents were a half hour or more from the nearest grocery store.  Now you can shop for groceries on your phone.   You can also file taxes on a tablet, use your voice to turn the […]

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Can’t find your loved one’s original will? What next.

Having someone you love pass away is one of the most difficult situations we can experience.  After you have had time to take care of the funeral and grieve, one of the next steps is of course making sure the estate is settled appropriately and probate is addressed.  When filing a will with the clerk […]

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Planning After Tax Reform Seminar

We recently held a seminar “Planning After Tax Reform: Tools and Solutions You Need to Know,“ presented by Attorney and CPA Tom Lenfestey of NC Planning and John Rousos, CLU and Vice President of Highland Capital Brokerage. With the comprehensive tax reform passed last year, no individual’s planning will look the same.  As such at this seminar we touched upon […]

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Business Tax Reform: Meals and Entertainment Deductions

The new tax reform act has a number of material changes for individuals and businesses. Some of which have been highlighted in the news and you may be well aware, but given it is being labeled as the ‘largest tax reform in 30 years’ you may not be aware of some of the other significant […]

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