February 2013 Posts

  • Serving Estate Planning to the Sandwich Generation

    The “Sandwich Generation”—today’s 10 million baby boomers who care for both their own children or grandchildren and elderly parents or relatives—may need to take a different approach to estate planning. ...
  • Repeal of the North Carolina Estate Tax?

    Recently we wrote about North Carolina potentially joining several other states that are repealing state estate tax (or “death tax”). Last week, the North Carolina House Finance Committee approved repeal of the state’s death tax. ...
  • Memory Loss, Retirement and Aging

    Memory loss comes in many forms. From mild cognitive impairment and dementia, to the severe effects of advancing Alzheimer’s, the number of senior citizens affected by memory impairments is only going up. ...
  • Digital Estate Planning Challenges

    Estate planning has always involved a great deal of paperwork. Today, individuals have personal access to online banking, social media accounts, and email that has pushed the industry into a new realm: Digital estate planning....
  • North Carolina’s Estate Tax: Dying Out?

    Most of the country’s attention has been on federal estate tax changes made by the American Taxpayer Relief Act of 2012. ...