May 2007 Posts

  • Survey Finds Over Two-Thirds of Americans Lack a Will

    As reported in the Lincoln Journal Star, a recent survey by the website LegalZoom found that over 70% of Americans do not have a last will and testament. ...
  • Everything You Always Wanted to Know about IRAs

    I know it’s Memorial Day weekend, but being the compulsive tax lawyer that I am, I just finished reading two books by CPA and IRA expert Ed Slott – The Retirement Savings Time Bomb…and How to Defuse It and Parlay Your IRA Into a Family Fortune. ...
  • IRS Rules IRA Rollover Okay Even Though Taxpayer Was Deceased

    IRS regulations allow an owner of an IRA to withdraw it for purposes of transferring it to another institution provided that the funds are placed in the new institution within 60 days. ...
  • Nevada Offers Estate Planning Advantages

    North Carolina is not known for its attractive estate planning and asset protection laws, but NC residents can avail themselves of certain out-of-state planning strategies that can provide significant estate tax savings and creditor protection....
  • California Tax Attorney Blog

    http://www.californiataxattorneyblog.com/ ...
  • Many NC Nursing Homes Have No Liability Insurance

    A recent article in the Raleigh News and Observer describes how many assisted living and nursing homes in North Carolina lack liability insurance, as state law does not require it. ...
  • Seniors in Love – the Practical Considerations

    Are you a widowed retiree who has found love again and is considering marriage? Or maybe you’re a middle-aged child whose parent is about to tie the knot. ...
  • Using a Professional Care Manager

    This article is from the website of the National Care Planning Council. Services from care managers should be something that every family takes advantage of, but in reality very few families use them....
  • Estate Planning School

    CNNMoney.com contains a wealth of information about financial matters, including Money 101, a series of 43 lessons....
  • Dale Earnhardt, Jr. – a Victim of his Dad’s Failure to Plan?

    Yesterday Dale Earnhardt, Jr. announced that he is leaving what was his father’s company, Dale Earnhardt, Inc. (DEI), to hopefully drive for another, more competitive company. ...
  • Consumer Reports – Use a Lawyer for Estate Planning

    This afternoon a client brought to my attention an article on do-it-yourself finance-related matters, including estate planning, in the May 2007 Issue of Money Adviser by Consumer Reports....
  • How to Avoid Probate

    What is Probate? Probate is the court process for settling the estate of a deceased person. The executor named in a Will, ...