September 2008 Posts

  • Older Estate Plans Should Be Reviewed

    While folks who put an estate plan into place years, or even decades, ago are to be commended for planning ahead, they should not assume that the job is completed. ...
  • PA Elder, Estate and Fiduciary Law Blog

    http://paelderestatefiduciary.blogspot.com/ ...
  • House and Senate Bills have same IRA Charitable Rollover Provision

    ​Both the Senate’s Tax Extenders and Alternative Minimum Tax Relief Act of 2008 (H.R. 6049), which was passed on September 23, 2008, and the House’s Renewable Energy and Job Creation Tax Act of 2008 (H.R. 7060),...
  • Estate Planning Checklist

    Do you have an Estate Plan in place? If so, are you confident that it fully covers matters relating to health care, family, taxes, and asset protection?...
  • How to Choose an Executor

    This article is from one of our recent newsletters. Although it refers only to executors, most of the considerations also apply to trustees. ...
  • 2008 North Carolina Tax Law Changes

    The North Carolina Department of Revenue has published a list of recent changes to NC tax laws. ...
  • Real Property Transfer on Death Act

    BY CHRIS BURTI, VICE PRESIDENT, SENIOR LEGAL COUNSEL, STATEWIDE TITLE, INC. Elder Law is becoming a burgeoning practice area as the Baby Boomer Generation is rapidly beginning to gray out. ...
  • Pennsylvania Fiduciary Litigation Blog

    http://www.pennsylvaniafiduciarylitigation.com/ ...
  • Change to NC Estate Tax for Out–of-State Property

    I’m back from vacation, furiously trying to catch up on things (as if!), but thought I would quickly add this tidbit from the NC Department of Revenue. ...
  • Planning to Self-Insure the Risk of Long-Term Care Expenses?

    Planning for long-term care expenses should be a part of everyone’s estate plan by the time they reach 50. ...
  • Durham, NC Tops for Retirement

    Black Enterprise magazine has named Durham as the best place to retire. Factors considered were quality on life, health care, taxes, leisure, arts and culture, and climate. Asheville ranked 11th....
  • Rep. Rangel Should Resign from Ways and Means Committee

    Rep. Charles Rangel, chair of the Ways and Means Committee in the U.S. House of Representatives, owes the IRS $5,000 in back taxes for failing to report years worth income from a rental property. ...
  • San Jose Bankruptcy Lawyer

    http://brooksattorney.com/...
  • Presidential Candidates’ Tax Proposals

    Middle Class Tax Cuts – The general goal of the Obama plan is to cut taxes for the middle class and raise taxes for higher-income persons....