Let’s Start Planning Your Future Today
Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation06
Mar
More for Christmas, Less for the IRS – Saving Money with Year End Tax Planning
Executive Summary Most year-end income tax planning strategies fall into two broad categories: first, maximizing available credits and deductions, and second, accelerating and postponing income and deductions. The heart of intelligent income tax planning is taking advantage of c...
View MoreCategories: Estate Planning Firm Ira Distribution Planning Taxation
06
Mar
Do You Have an Out-of-State Trust: Getting Your Refund After the Kimberly Rice Kaestner Case
A recent decision by the North Carolina Business Court could have significant ramifications for North Carolina’s taxation of trusts, and could result in substantial refunds for certain beneficiaries. In Kimberley Rice Kaestner 1992 Family Trust v. North Carolina Department of Rev...
View More06
Mar
The Many Pieces of Resting in Peace
For many people, end of life planning means having a good will and a better prayer. Some may also think about doing a trust, healthcare power of attorney, living will, long term care planning and even talking things over with family. But many people fail to think about funeral a...
View More06
Mar
Larry Hartley to Participate In Open Water Swim Event to Benefit the Navy Seal Foundation
Larry Hartley has been selected to participate in the Tampa Bay Frogman 5K Open Water Swim in January 2016. The Frogman 5K Open Water Swim is a charitable event to benefit the Navy SEAL Foundation, whose mission is to provide immediate and ongoing support and assistance to the Na...
View More06
Mar
Strauss & Associates Welcomes New Associates
For Immediate Release - Asheville, NC – July 25, 2015 – The Asheville and Hendersonville estate planning and business law firm of Strauss Attorneys PLLC. is pleased to announce that Lorin G. Page and Erica M. Erickson have recently become associated with the fir...
View MoreCategory: Firm
06
Mar
Making Your Wishes Known
This article first appeared at Council on Aging for Henderson County’s website in July, 2015 Most of us have seen the tragic stories on the news during the past several decades involving families torn apart over the decision to keep or remove life support for a loved one who has...
View MoreCategory: Estate Planning
06
Mar
Choosing the Right Power of Attorney to Protect Your Assets
It is a sad and unfortunate reality that many seniors each year lose thousands of dollars or more in cash and other assets to the person, often a family member, who they trusted to be their financial power of attorney. To avoid this situation, it is important to understand what a...
View MoreCategory: Estate Planning
06
Mar
Capital at Play covers Andy Strauss
The April issue of Asheville's own Capital at Play Magazine carried the Estate Planning article “How to Exit in Style” featuring Andy Strauss. Andy had a great time working with writer, Marie Bartlett, and photographer, Bugs Utsey, as you can tell by the image b...
View MoreCategories: Estate Planning Events Firm
06
Mar
What is a Trust and What are the Powers and Duties of a Trustee?
A trust is a fiduciary relationship with respect to property in which one person, the trustee, holds the legal title to the trust property for the benefit of another person or persons, the beneficiary. Essentially, it is a device where one or more persons manage the property for...
View MoreCategory: Estate Planning
06
Mar
What Happens in North Carolina When an Individual Dies Without Executing a Will?
Research shows that over 50% of Americans die without executing a will. A person dies intestate if he or she dies without making a valid will. If you die without making a will, then the intestacy laws of the state of North Carolina (or the state in which you reside at your death)...
View MoreCategory: Estate Planning
