Year: 2008

Posted on January 12, 2008

North Carolina’s Wealthiest ZIP Codes

According to ESRI, most of North Carolina’s wealthy live in the Charlotte area, but the Triangle boasts eight of the top 25…

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Categories
Category: General
Posted on January 8, 2008

Thoughts on the Future of the Federal Estate Tax

This week I’m in Orlando at the University of Miami School of Law’s Heckerling Estate Planning Institute.  Yesterday there was a discussion…

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Categories
Category: Estate Tax
Posted on

Thoughts on the Future of the Federal Estate Tax

This week I’m in Orlando at the University of Miami School of Law’s Heckerling Estate Planning Institute.  Yesterday there was a discussion…

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Categories
Category: Estate Tax
Posted on January 6, 2008

Federal Tax Law Changes for 2007 Returns

This in information is courtesy of the NC State Giftlaw Newsletter.  Of broadest interest in probably the increase in the AMT exemption…

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Categories
Category: Income Tax
Posted on January 3, 2008

Estate Plan Effectiveness and Maintenance Information

Even the best estate planning documents will not be effective if they are lost or inaccessible. To help ensure that the documents…

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Categories
Category: Estate Planning
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