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Bequests and Memorials--A Legacy for All Time
Bequests and memorials are types of charitable giving opportunities that allow you to honor your name and your family's name, and to be associated forever with a favorite cause while reaping significant tax benefits. How can you make such a gift? More
Remembering Jessica
For most of us, autumn in the High Country is a time to appreciate the beauty and short-lived splendor of brilliant autumn foliage. For Appalachian State University parent Kathy Earley, autumn is a time to reflect on the beauty and the special meaning of the life of her daughter, Jessica Ruth Earley, who died in 2003 at age 21, following an illness. More
Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More
Your Estate Plan Check-In
Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track. More
5 Moves to Make After Age 50
If you are 50 or older, there are key steps you should take to prepare for your future. More
What You Need to Know to Protect Your Children's Inheritance
One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will. More
Savings Bond Magic: How to Make the Taxes Disappear
Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds. More
