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For high-net-worth families, preserving every available estate tax exemption is essential to protecting generational wealth. When one spouse passes away, the Deceased Spousal Unused Exemption (DSUE) allows the surviving spouse to inherit any unused portion of the federal estate tax exemption—potentially safeguarding millions in assets from future taxation. However, this opportunity is only available through timely filing of IRS Form 706. In this post, we explain how portability works, why it matters for affluent families, and how strategic planning can ensure your legacy remains intact for future generations.

When a Simple Will Isn’t So Simple After All Estate tax problems usually show up after it’s too late to ask questions. Someone dies, the dust settles, and the family discovers the “simple” estate plan wasn’t built to handle a complex estate. What sounded like a streamlined solution, joint ownership, […]

Probate can be an emotional and financial minefield, especially for divorced parents trying to protect their children’s future. In North Carolina, the probate process involves validating a will, settling debts, and distributing assets—but it can also expose financial vulnerabilities and ignite family conflicts that many are unprepared for. And when […]

Have you ever considered what will happen to your assets after you pass away? Starting to plan now can have a significant impact on the future of your loved ones. Estate administration in North Carolina might appear simple, but some pitfalls could lead to a legal nightmare if mishandled. Let’s […]

Did you know that improper beneficiary designations can cause your loved ones to face lengthy and costly probate proceedings in North Carolina? Many people overlook this crucial aspect of estate planning, leading to unexpected complications. In this article, we’ll explore how beneficiary designations affect probate in North Carolina. We will […]