Month: April 2009
Beware of “Pure” or “Constitutional” Trusts
Here’s a great article from Santa Barbara attorney Mark Cornwall – Beware the Pros at Cons. Occasionally clients ask me about such arrangements,…
Safe Kids Week in North Carolina
This week is Safe Kids Week in North Carolina. While Safe Kids Week is designed raise awareness about protecting children from unintentional injuries, parents…
Public Good IRA Rollover Act of 2009
This bill was recently introduced in the U.S. House of Representatives, and is for the expansion of IRA charitable rollovers, which are…
Better Report that Offshore Income! The IRS is Coming…
From IRS Commissioner Doug Shulman: March 26, 2009 My goal has always been clear — to get those taxpayers hiding assets offshore back…
Better Report that Offshore Income! The IRS is Coming…
From IRS Commissioner Doug Shulman: March 26, 2009 My goal has always been clear — to get those taxpayers hiding assets offshore back…
Saying a Final Goodbye to a Friend
This posting is not about estate planning per se, but rather death, which everyone must contemplate in the course of planning his…
Ohio Estate and Special Needs Planning
juliesmills.typepad.com/…
Guardianship Personal Property Sale Limit Increased to $5,000
Here’s a change to North Carolina Guardianship law which took place October 1, 2008 that I didn’t report earlier. North Carolina General…
Beware of these “Dirty Dozen” Tax Scams
From the IRS Newswire 2009-041: WASHINGTON — The Internal Revenue Service today issued its 2009 “dirty dozen” list of tax scams, including…
Last Minute Tax Tips and Reminders from the IRS
From the IRS Newswire issue IR-2009-040: WASHINGTON — The Internal Revenue Service offers last minute reminders to taxpayers who have not yet…
