Month: January 2009
Estate Still Over $3.5 Million? Now is the Time to Plan
The estate tax exemption is up (to $3.5 million) and portfolios are down. However, for those whose estates are still above $3,500,000,…
IRS Form 1099-B Deadline Now February 15
Don’t worry if you don’t get your Forms 1099-B by tomorrow – the deadline this year is not until February 17. From…
Attorney Sam Cooper Appointed as Chatham County Clerk
Janice Oldham, who has served as Chatham County’s Clerk of Superior Court for more than 30 years, is retiring at the end…
LA Trust & Family Wealth Law
familywealthlawyers.typepad.com/…
Virginia Estate Planning and Elder Law Blog
blog.virginiaelderlaw.com/…
NC in Middle of Pack When it Comes to Foreclosures
In 2008, 0.84% of housing units in North Carolina went into foreclosure, placing us at number 27 among the 50 states and…
Obama Picks Second Tax Cheat for Cabinet
First it was Timothy Geithner for Secretary of the Treasury, and now it turns out Tom Daschle, nominated for Secretary of the…
Looks Like Estate Tax Here to Stay – Don’t Delay Planning
There’s a couple of good recent articles on forbes.com – Dems Dedicated to Death Tax and Why You Need a Will. For this year, anyway,…
More on Insuring Homes in Living Trusts
A colleague of mine, Dennis Toman of Greensboro, contacted the North Carolina Deparment of Insurance about the issue of insuring homes owned by…
North Carolina Estate Procedure Pamphlet
I recently had someone email me and ask if the North Carolina Estate Procedure Pamphlet, published by the North Carolina Administrative Office of the…