Month: March 2009
10 Ways to Wreck Your Retirement
Here’s a great, to the point article on what NOT to do to ensure you have sufficient retirement savings – from the…
Baucus Bill Keeps $3.5 Million Estate Tax Exemption
From the GiftLaw eNewsletter: Senate Finance Committee Chair Max Baucus (D-MT) introduced the Taxpayer Certainty and Relief Act of 2009 on March…
Changes to NC’s 529 College Savings Plan
Here are some recent favorable changes to North Carolina’s National Collge Savings Program (529 Plan): For 2009, a participant may reallocate the…
Tax Credit Options for First-Time Homebuyers
First-Time Homebuyers Have Several Options to Maximize New Tax Credit WASHINGTON — As part of the Treasury Department’s consumer outreach effort and…
What do I do with my Health Care Power of Attorney and Living Will?
So, you’ve been a responsible adult and have recently completed your estate plan. As part of your plan, you have a Health…
New Stimulus Tax Breaks
The following is from my e-newsletter that went out this morning: The American Recovery and Reinvestment Act of 2009, which was signed…
Don’t Delay Reviewing Estate Plans
Yes, these are times of financial uncertainty and difficulty for many of us, and federal estate law is likely to change sometime…
