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- Pending Legislation
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- Special Needs Planning
- Tax Fraud
Affordable Care Act Info Session in Raleigh
Posted on: November 1st, 2013
Disability Rights of North Carolina, a not-for-profit dedicated to preserving the rights of those disabled in the Tar Heel State, hosts information sessions about the Affordable Care Act in Raleigh on November 6 and November 12, 2013....
No Health Insurance? You Still Have to Pay
Posted on: October 5th, 2013
If you don’t pay for health insurance, then you have to pay a fee. This fee is called the Shared Responsibility Payment. Affected taxpayers are obligated by law to satisfy these payments....
Health Care Reform Scams
Posted on: July 18th, 2013
Senior citizens are vulnerable to financial predators and scams, but now families with elderly relatives need to be aware of scams associated with the new health care reform. ...
What Happens if Your Beneficiary Dies Before You Do?
Posted on: May 22nd, 2013
As you prepare your Will and estate plan, you will choose beneficiaries to receive your financial and personal assets. What happens if a beneficiary dies before you do?...
3 Reasons Why You Don’t Need to be a Senior Citizen to Use an Elder Law Attorney
Posted on: April 14th, 2013
A common misconception is that elder law attorneys are used primarily by senior citizens. Although elder law attorneys can assist with crisis Medicaid planning and present eligibility for Veterans’ Benefits, they can also help younger individuals make a plan in advance. ...
Statutory Forms vs. Five Wishes: Health Care Documents in NC
Posted on: January 23rd, 2013
North Carolina health care directives and powers of attorney are required in order for another person to make decisions about an individual’s medical or financial matters. ...
North Carolina Scores Low for Long-Term Services and Supports
Posted on: May 17th, 2012
AARP has come out with a Long Term Scorecard, which ranks each of the 50 states and the District of Columbia on "Long-Term Services and Supports for Older Adults, People with Physical Disabilities, and Family Caregivers."...
Health Care Legal Documents Vitally Important
Posted on: September 29th, 2011
To help increase awareness of the importance of having up to date health care legal documents (Health Care Power of Attorney, Living Will and HIPAA Authorization), TrustCounsel is offering all three documents for $50 today and tomorrow (September 29 and 30) to North Carolina residents through OurLocalDeal. ...
National Health Care Decisions Day
Posted on: April 16th, 2011
Today is National Health Care Decisions Day. Take charge of your future – talk to family, your doctor and your estate planning attorney about your wishes. ...
Planning Tips for Clients with Chronic Illness
Posted on: March 29th, 2011
Yesterday I attended a presentation by attorney Martin Shenkman, whose wife has multiple sclerosis – he regularly speaks on planning for those with chronic illness. He offered the use of his materials to the attendees, and this is one of his memos: ...
Health Care Reform – How it Will Affect Our Taxes
Posted on: March 20th, 2011
Health care reform doesn’t come cheap. How do we pay for it? More and increased taxes, of course, both this year and in future years, along with certain credits for health insurance premium costs. This is an outline of the many tax law changes as a result of the new health care laws, organized by affected parties and implementation date:...
Obama has a Living Will – Do you?
Posted on: July 29th, 2010
President Obama is visiting Broughton High School in Raleigh today, and coincidently he recently stated in a discussion of health care reform that he and Mrs. Obama have Living Wills and consider them important. ...
Take Advantage of Tax Deductions for CCRC Costs
Posted on: July 6th, 2010
You or someone you love may be ready for a retirement community living arrangement, which typically includes lifetime residential accommodations, meals, and some degree of medical services. These facilities can be quite expensive. The good news: Unexpected tax write-offs may help offset the cost....
Today is National Healthcare Decisions Day
Posted on: April 16th, 2010
2010 marks the 20th Anniversary of the enactment of the Patient Self-Determination Act, and April 16th, 2010 is the Third Annual National Healthcare Decisions Day....
Health Care Reform Will Bring Higher Taxes
Posted on: March 19th, 2010
The Health Care Reconciliation bill includes a new 3.8% Medicare tax on investment income, which includes IRA distributions, interest income (including tax exempt), dividends, capital gains, rental income and oil royalties. ...
Tax Court Rules Gender Reassignment Expenses Deductible
Posted on: February 3rd, 2010
On February 2, 2010, in Ododonnabhain v. Commissioner of Internal Revenue, the U.S. Tax Court held that a transgender woman’s expenses for hormone therapy and sex reassignment surgery were medically necessary and therefore deductible for federal income tax purposes. ...
Want to be an organ donor?
Posted on: January 11th, 2010
Carolina Donor Service will answer all your questions about organ donation in North Carolina. Also, don’t forget that in a Health Care Power of Attorney you can give your agent the power to donate your organs....
More on Living Wills from the Wall Street Journal
Posted on: August 21st, 2009
Make Time to Create an Advance Medical Directive – I recently had the opportunity to hear a presentation by Bill Colby, the attorney who represented Nancy Cruzan’s family in the right-to-die case that went all the way to the U.S. Supreme Court. ...
North Carolina Caregiver Resources
Posted on: August 21st, 2009
Check out the Family Care Naivgator from the Family Caregiver Alliance. North Carolina’s page is here....
Preparing for the End of Life
Posted on: August 18th, 2009
A recent WSJ.com article discusses Advance Directives (Living Wills and Health Care Powers of Attorney) and their important role in end of life situations. I learned that Google now has a free online service for registering such documents....
What do I do with my Health Care Power of Attorney and Living Will?
Posted on: March 27th, 2009
So, you’ve been a responsible adult and have recently completed your estate plan. As part of your plan, you have a Health Care Power of Attorney, Living Will, and HIPAA Authorization. Now what?...
Revised Medico-Legal Guidelines Published
Posted on: February 4th, 2009
From the North Carolina Bar Association website: The North Carolina Bar Association and the North Carolina Medical Society are pleased to announce the publication of their revised Medico-Legal Guidelines....
MOST and DNR Forms – the other side of Advance Directives
Posted on: January 25th, 2009
Lawyers routinely prepare advance directives for their clients – in North Carolina the statutory form was previously called a "Declaration of a Desire for a Natural Death, "and is now just known as an "Advance Directive (Living Will)." ...
Medicare Part D – An Overview
Posted on: December 4th, 2008
After the conclusion of World War II, employer provided health care benefits had become commonplace and employees had come to expect the benefit as part of their overall employment package. ...
Schiavo, Rivera, Who’s Next?
Posted on: July 28th, 2008
I read in the paper this morning about the case of Janet Rivera, a comatose 46 year old California woman. ...
Organ Donation in North Carolina
Posted on: May 22nd, 2008
Most North Carolinians know that when they renew their driver’s license, they can indicate their desire to be an organ donor by having a red heart placed on the license. ...
National Health Care Decisions Day
Posted on: April 16th, 2008
Today is National Health Care Decisions Day. I personally encourage everyone who is at least 18 years of age to have a Health Care Power of Attorney and Living Will (also known as Advance Directives). ...
NC House Committee Approves New Advance Directives Bill
Posted on: July 11th, 2007
A committee of the North Carolina House approved a bill changing the Declaration of a Desire for a Natural Death (Living Will) and Health Care Power of Attorney laws and the statutorily approved forms. ...
Using a Professional Care Manager
Posted on: May 17th, 2007
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....
HIPAA Act Horror Story
Posted on: March 7th, 2007
Why make sure you and your loved have signed authorizations allowing family members access to medical records? ...
Put Cremation and/or Burial Wishes in Will
Posted on: February 22nd, 2007
The recent highly publicized disputes over of the disposition of the bodies of James Brown and Anna Nicole Smith has lead me make an extra effort to ask clients about their wishes for cremation and/or burial. ...
Everyone Needs a HIPAA Authorization
Posted on: February 8th, 2007
In 2003 the U.S. Department of Health and Human Services finalized regulations under the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”). Under HIPAA, medical providers can face sanctions and monetary fines for unauthorized release of “Protected Health Information”. ...
Living Wills Should Include Specific Instructions
Posted on: November 30th, 2006
Yesterday a client brought in a copy of this New Times Article by Jane Brody: Medical Due Diligence: A Living Will Should Spell Out the Specifics. As an elderly man, he was concerned that his wishes might not be respected under his North Carolina statutory living will. He was right to be concerned. ...