Month: March 2007
New Medicaid Rules to Start in NC April 1, 2007
I previously reported that the changes in the Medicaid rules from the Deficient Reduction Act were to become effective in North Carolina…
Top 10 Must-Dos for IRAs
t’s vitally important to make sure that the proper beneficiaries are designated for your IRAs and other retirement accounts, since the beneficiary…
Estate Tax Legislation Update
Yesterday the U.S. Senate approved an amendment to the Budget Resolution that would extend the 2009 estate tax rate (45%) and exemption…
Young Boomers Prefer North Carolina for Retirement
Of baby boomers born between 1956 and 1964 who plan to move to another state after retirement, the top intended destination is…
HIPAA Act Horror Story
Why make sure you and your loved have signed authorizations allowing family members access to medical records? Here’s a good example. Although this story…
IRS Identifies 40 Frivolous Income Tax Positions
Earlier this week the IRS published Notice 2007-30, which contains a list of 40 frivolous positions taxpayers should avoid taking on their income…
10 Things Your Estate Planner Won’t Tell You – My View
I recently came across an article on SmartMoney.com entitled 10 Things Your Estate Planner Won’ t Tell You. Being an Estate Planner, I…
10 Things Your Estate Planner Won’t Tell You – My View
I recently came across an article on SmartMoney.com entitled 10 Things Your Estate Planner Won’ t Tell You. Being an Estate Planner, I…
Trust Beneficiary Bill of Rights
Capital Trust Company of Delaware’s website is full of articles and other information on trusts and estate planning One short piece that I…
Supreme Court Refuses to Hear Blackwater Suit
On February 26, 2007, the United States Supreme Court declined to hear the wrongful death case against the North Carolina private security…
