Month: October 2009
The Dirty Dozen – 12 Estate Planning Mistakes
As Halloween approaches, here’s another reason to be scared – failure to do proper estate planning. Make sure you have not committed…
IRS Publishes Retirement Plan Guide for Small Businesses
To help small business owners steer their way through all of the retirement plan options available, the IRS has come up with…
Reverse Mortgages can be Hazardous to your Equity
The National Consumer Law Center has come out with a report detailing the risks of reverse mortgages for senior homeowners. Because of high fees,…
Another Estate Tax Bill Introduced
On October 15, 2009, Rep. Schrader (D. Oregon) introduced “The Small Business and Family Farm Estate Tax Relief Act of 2009” ( H.R….
Regular Updates to Will Important
This article from WSJ online on the effect on changing estate tax exemptions on what’s left for the surviving spouse describes just one reason…
Responsibilities of Guardians in North Carolina
I’m leaving on vacation tomorrow, so it’s a hectic day in the office, but I wanted to share the link to the…
Life Insurance Blog
http://www.insuranceblogbychris.com/…
Uncertainty in Future of Estate Tax No Reason to Delay Planning
Check out this aptly titled article on webcpa.com – The dangers of postponing estate planning until Congress clarifies the law. Don’t let the…
Uncertainty in Future of Estate Tax No Reason to Delay Planning
Check out this aptly titled article on webcpa.com – The dangers of postponing estate planning until Congress clarifies the law. Don’t let the…
Estate Tax Discussions Very Popular
Here’s a link to an article from Evan Cooper at Investment News about a recent webinar on the federal estate tax that the magazine…
