August 2008 Posts

  • Just for Laughs – an Estate Planning Joke!

    I’ve seen this joke around a couple of times, and thought I would bring a little levity to the site by publishing it – don’t know who came up with it....
  • Chatham County Clerk Now Requires Approval of Attorneys Fees in Probate

    When I started practicing 20 years ago, Clerks of Court generally required approval of attorneys fees paid in probate proceedings. ...
  • IRS Publishes Report on 2005 Gifts

    The IRS recently published a report on lifetime wealth transfers in 2005 as disclosed to the IRS on federal gift tax returns. ...
  • Burke County, NC One of America’s Fastest-Aging Counties

    Burke County, in the foothills of the Blue Ridge Mountains, is one of the fastest-aging counties in the country, according a recent article in Forbes. ...
  • For Tithing or Other Gifts to Church – Get Valid Receipt

    If you regularly give to your church, make sure you get an acknowledgment letter that complies with IRS regulations – otherwise you are not entitled to deduct the gifts. ...