February 2007 Posts

  • Postnuptial Agreements On The Rise

    My last post was about an article about 529 Plans in the February 24-25 2007 issue of The Wall Street Journal....
  • 529 College Savings Plans used for Estate Tax Planning

    An article in the February 24-25 issue of The Wall Street Journal describes how 529 College Savings plans can be used to reduce estate taxes. ...
  • Put Cremation and/or Burial Wishes in Will

    The recent highly publicized disputes over of the disposition of the bodies of James Brown and Anna Nicole Smith has lead me make an extra effort to ask clients about their wishes for cremation and/or burial. ...
  • More on Professor Pennell’s View of the Future of the Estate Tax

    Jeffrey Pennell, a professor at Emory Law School, was one of the featured speakers today at the Mid-South Forum ( meeting of estate planning attorneys) in Atlanta. ...
  • Living Trusts Article in USA Today quotes NC Attorney General

    The February 9, 2007 issue of USA Today contained an article on Living Trusts. I found the article to provide a good overview of living trusts and their advantages and disadvantages. However, a few things deserve comment:...
  • Everyone Needs a HIPAA Authorization

    In 2003 the U.S. Department of Health and Human Services finalized regulations under the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”). Under HIPAA, medical providers can face sanctions and monetary fines for unauthorized release of “Protected Health Information”. ...
  • Hiring a Tax Preparer

    In North Carolina, anyone can call himself or herself an accountant (as opposed to a Certified Public Accountant). No special training or education is required. If your taxes are very simple, you may be okay going to an non-certified accountant or tax preparation firm such as H&R Block. ...
  • Estate Tax Revenues Drop

    An article by Robert Frank in yesterday’s Wall Street Journal describes the recent dramatic drop in taxable estate tax returns. ...