Month: July 2008

Posted on July 30, 2008

Houston Trust & Estate Litigation Blog

http://www.texas-estate-attorney.com/law-blog/…

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Categories
Category: Links
Posted on July 24, 2008

SSA Has New Retirement Calculator

The Social Security Administration has a new calculator on its website called the Retirement Estimator.  It allows one to estimate benefits based…

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Categories
Category: Retirement
Posted on July 17, 2008

NC Gift Tax Repealed After All

In what comes as a surprise to me, based on the last news as reported in my postings in the last week…

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Categories
Category: Medicaid
Posted on

Schiavo, Rivera, Who’s Next?

I read in the paper this morning about the case of Janet Rivera, a comatose 46 year old California woman.  A heart attack…

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Categories
Category: Health Care
Posted on July 11, 2008

Specific Benefits

Separate Retirement Plan Trust is the Best Choice I generally recommend that persons with IRA or qualified plan assets of at least…

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Categories
Category: Trusts
Posted on July 9, 2008

FDIC Insurance Coverage for Trust Accounts

With the recent failure of IndyMac Bank and even large banks like Wachovia reporting astounding losses, some folks are becoming increasingly concerned…

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Categories
Category: Financial Planning
Posted on

BB&T Wealth Management Ranked #1

North Carolina’s own BB&T Wealth Management was rated as the most prestigious regional bank wealth manager by high net-worth consumers, according to the 2008…

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Categories
Category: Financial Planning
Posted on July 3, 2008

Easley Wants the Gift Tax to Stay

My last entry was about SB1756, which includes a complete repeal of the North Carolina gift tax.  However, Governor Easley and others…

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Categories
Category: Tax
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