April 2007 Posts

  • NC Medicaid Changes Delayed – Again

    I previously reported briefly on the Medicaid changes required by the Deficit Reduction Act of 2005....
  • Educate Yourself to Help Avoid Living Trust Scams

    This article on the website of the National Consumer Law Center provides a glossary of living trust related terms, description of common scams, educational resources, and more....
  • Massachusetts Estate Planning and Elder Law

    http://www.lhamillattorney.typepad.com/ ...
  • (New) Jersey Estate Planning Blog

    http://www.jerseyestateplanning.com/ ...
  • IRA Expert Ed Slott Recommends Standalone IRA Trusts

    I recently attended a two day seminar by nationally recognized IRA expert Ed Slott, CPA. If the protection of a trust for IRA beneficiaries is desired, Slott says that the best way is to have the IRA paid to a Standalone IRA Trust. ...
  • New PLR on See-Through Trust and Life Expectancy for IRA Distributions

    CPA Robert Keebler reports on PLR 200708084, pertaining to See-Through Trusts....
  • CCH Financial Toolkit

    http://www.finance.cch.com/ ...
  • Ohio Trust & Estate Blog

    http://www.bonasera.org...
  • NC Attorney Rick Graves Found Not Guilty of Tax Fraud

    In an October 2006 posting, I reported that North Carolina attorney Rick Graves was indicated for tax fraud. I am pleased to report that last week he was found "not guilty" by unanimous jury verdict, and acquitted of both charges of federal tax fraud....
  • 2007 NC Tax Deduction for 529 Plan Contributions

    In 2007, qualified North Carolina taxpayers may deduct contributions to North Carolina’s 529 College Savings Plan up to $2,500 for individuals and $5,000 for married couples filing jointly. Earnings used for qualified college expenses are income tax free....
  • 10 Questions Advisors Must Ask about IRA Custodial Documents

    More helpful information on IRAs from expert Ed Slott: Financial advisors should make sure they know the following about the IRAs they advise clients about:...
  • Findlaw’s Estate Planning Center

    http://estate.findlaw.com/...