Several informational articles have been written by our advisors at Old North State Trust, LLC for you in assisting your planning needs. For older articles, please visit our Archive page.
Kids, Educating, Saving, and Investing
Charitable Trusts Let You Split Gifts Between Philanthropy and Family
Don’t Panic: Rules Have Eased On Drawing Cash From Retirement Funds
Trustees Can Face Tricky Technical and Personal Challenges
Breaking Up Is Hard To Do- Attention to Estate Planning Makes It Easier
Repairing Estate Planning Mistakes
Plan Now So New Federal Retirement Law Doesn’t Hit Heirs
Don’t Overlook Those Harder-to-Sell Assets When Making An Estate Plan
Get Professional Advice When Navigating Medicare’s Tricky Waters
Succession Planning: Ensuring Your Business Goes On Can Be Complicated
No Spouse, No Children: ‘Solo’ Seniors Entering Retirement on Their Own
Instead of Isolation or Institution, a Third Approach to Senior Housing
It’s Time to Find Solutions to Pending Crisis in Retirement Plans
Investors with a Cause Can Put Their Money Where Their Hearts Are
ABLE Act Creates Tax-Sheltered Option to Provide for Disabled Family Member
Use Trust or ABLE Accounts to Ensure Care for Special-Needs Family Member
Women and Balancing the Challenges of Life and Investments
Manage a Dynasty’s Fortunes Across Generations
Millennials Facing Heavy Debt Burden, Need Realistic View of Future