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 […]

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 […]