Month: May 2007
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…
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…
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…
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…
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…
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…
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…
Estate Planning School
CNNMoney.com contains a wealth of information about financial matters, including Money 101, a series of 43 lessons. In particular, check out Lesson 21, Estate Planning….
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…
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…
