Month: November 2012
Estate Can Sue to Enforce Waiver of 401(k) Benefits
The recent U.S. Third Circuit Court of Appeals case Estate of Kensinger v. URL Pharma, Inc. involved an lawsuit by a decedent’s…
Now is the Time to Consider Tax Issues as 2013 Draws Near
A recent press briefing with Press Secretary Jay Carney touched on tax issues that will affect every American in 2013. Right now, Americans are…
How to Determine Date of Death Values
When administering an estate, determining the date of death values of the decedent’s assets is essential. Filing federal and state estate tax…
How to Determine Date of Death Values
When administering an estate, determining the date of death values of the decedent’s assets is essential. Filing federal and state estate tax…
The $5.12 Million Exemption – Use it or Lose it
Now, weeks past the election with nothing positive coming out of Congress, people of means are finally starting to realize that it…
Springing Powers-of-Attorney in NC: New Court Case Makes Third Parties Responsible
Powers of attorney, which should be part of every estate plan, allow an individual to appoint someone of their choosing to manage…
The Financial Impact of ‘Gray Divorce’
Divorce at any age involves the sensitive matter of splitting assets and debt. For couples who divorce in their senior years (coined…
