Month: April 2012
7 Big Estate Planning Mistakes
This recent Forbes article 7 Major Errors In Estate Planning is a must read for everyone, and most errors discussed apply to…
How to Report Tax Scams
Promoters of tax avoidance scams are not only acting illegally, but they can put unknowing participants at risk of penalties and even…
NC POA Case Shows it’s Better to Plan in Advance
A recent North Carolina Court of Appeals decision affirmed the Superior Court verdict that an agent under a power of attorney did…
College Expense Tax Benefits
The IRS has just issued a Last Minute Reminder to Parents and Student; Don’t Overlook College Tax Benefits. It provides a good…
Haven’t Filed Your Taxes Yet? Here are Some Tips
While no substitute for the advice and assistance of a tax professional, The American Institute of Certified Public Accountants (AICPA) offers 10 Tips…
New Estate Planning Resource
The national estate planning attorney group WealthCounsel, LLC has introduced the new EstatePlanning.Com, which, no pun intended, contains a wealth of estate planning…
Why I Love LegalZoom
First, my ideal estate planning clients do not use LegalZoom for their estate planning. The people who use LegalZoom would never go…
