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 or questions, please contact us at info@trustonst.com.
Smart Retirement Planning Ideas
Kids, Educating, Saving, and Investing
Charitable Trusts Let You Split Gifts Between Philanthropy and Family
Breaking Up Is Hard To Do- Attention to Estate Planning Makes It Easier
Repairing Estate Planning Mistakes
Don’t Overlook Those Harder-to-Sell Assets When Making An Estate Plan
Succession Planning: Ensuring Your Business Goes On Can Be Complicated
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