Monthly Archives: June 2013

27 Jun

Gifting in NC and “Back Door” Taxes

Gifting, while appreciated and enjoyed by the recipient, can create unexpected problems. Most people know that they can make gifts of $14,000 per person per year without filing a gift tax return.  But, most donors do not know that every person can gift $5.25 million over their lifetime without paying any gift tax; however, large

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07 Jun

Elder Law: What do I need to know?

Tovah Mitchell will be presenting at Morgan Stanley’s Weath Wisdom for Women event titled “Elder Law: What do I need to know?” The event will be held on Wednesday, June 19th, 2013, from 11:30 AM to 1:00 PM at the Morgan Stanley Board Room on Spring Forest Road in Raleigh, NC.  The event and lunch program are both

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