Month: August 2010
Long-Term Care Planning: Is a Reverse Mortgage your best option?
Recently, I heard a story about a family who used a reverse mortgage. The mother has Alzheimer’s but is in great physical…
IRA Experts Keen On Roth Conversions
Three of four prominent IRA experts have either already utilized a Roth conversion or plan to do so, and the fourth says…
NC Law Requiring Name of Drafting Attorney on Wills Clarified
Effective January 1, 2010 North Carolina law required (1) that a Will prepared by an attorney contain the name of the attorney…
On the lighter side – a funny video about growing older
Most of what I write about relates to death, disability and taxes, and planning for those things. Pretty heavy stuff. So I’m…
Video Monitoring for Elders
This morning on the way to work I heard an interesting piece on National Public Radio about the use of remote video monitoring of…
10 Things to Know Before You Retire
I created a few of the these “10 Things” lists myself, and this list provides some basic information on what to think about before…
Medicare Claim Matter in Probate Estate Removed to Federal Court
Probate and Estate Administration Matters Are Generally Handled in the State Courts – But Not Always, As One NC Executor Recently Found…
North Carolina Elder Law Resources
Wake Forest University’s School of Law, known state-wide for its Elder Law Clinic program, offers valuable resources on its website, both North Carolina…
U.S. Income Taxation of Aliens
No, not little green men, but non-citizens. This list, complete with links to the IRS website, is courtesy of Brian Dooley, CPA, MBT:…
Action on Estate Not Likely Anytime Soon
With only a couple of days until Congress takes its summer recess, it’s likely that that nothing will happen with estate tax…
