Month: September 2008

Posted on September 30, 2008

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…

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Category: Uncategorized
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PA Elder, Estate and Fiduciary Law Blog

http://paelderestatefiduciary.blogspot.com/…

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Category: Links
Posted on September 29, 2008

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,…

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Category: Charitable Gift Planning
Posted on September 26, 2008

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,…

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Category: Estate Planning
Posted on September 19, 2008

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…

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Category: Probate
Posted on September 16, 2008

2008 North Carolina Tax Law Changes

The North Carolina Department of Revenue has published a list of recent changes to NC tax laws. I previously reported on relatively minor…

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Category: Tax
Posted on September 15, 2008

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…

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Category: Medicaid
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Pennsylvania Fiduciary Litigation Blog

http://www.pennsylvaniafiduciarylitigation.com/…

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Category: Links
Posted on September 13, 2008

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.  Here’s a piece…

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Category: Elder Care
Posted on September 12, 2008

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…

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Categories
Category: Retirement
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