Month: April 2011
Planning Tips for Clients with Chronic Illness
Yesterday I attended a presentation by attorney Martin Shenkman, whose wife has multiple sclerosis – he regularly speaks on planning for those…
Why You Might Not Want a Simple Estate Plan
Many people come in to see me with the notion that all that they need and want is a “simple” estate plan….
IRS Announces Tax Filing Relief for NC Victims of April 16 Storms
From NC-2011-20, April 20, 2011: GREENSBORO — Victims of severe storms, tornadoes and flooding on April 16, 2011 in parts of North…
National Health Care Decisions Day
Today is National Health Care Decisions Day. Take charge of your future – talk to family, your doctor and your estate planning attorney…
Estate Tax Claw Back – Don’t Worry About It, Says AALU
Since the enactment of TRA 2010 in December of last year, tax practitioners have been concerned that gifts made during 2011 and…
Company Buy-Sell Agreements – Plan Ahead
One estate planning tool that can protect your family and partners is a buy-sell agreement. This legal document gives owners the first…
IRS Warns of 12 Current Tax Scams
IR-2011-39: Video: Dirty Dozen: English | Spanish | ASL WASHINGTON –– Hiding income in offshore accounts, identity theft, return preparer fraud, and filing false or…
IRS Extends Deadline for Carryover Basis Form for 2010 Estates
The IRS is extending the filing deadline of Form 8939, Allocation of Increase in Basis of Property Acquired from a Decedent, which…
NC Supreme Court Decision Kinlaw V. Harris IRA Exemption Case
I previously blogged about the ruling by the North Carolina Court of Appeals that in addition to IRA accounts being exempt from…
