Month: February 2013
Posted on February 27, 2013
Serving Estate Planning to the Sandwich Generation
The “Sandwich Generation”—today’s 10 million baby boomers who care for both their own children or grandchildren and elderly parents or relatives—may need…
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Category: Advance Directives
Posted on February 26, 2013
Repeal of the North Carolina Estate Tax?
Recently we wrote about North Carolina potentially joining several other states that are repealing state estate tax (or “death tax”). Last week,…
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Category: Estate Tax
Posted on February 18, 2013
Memory Loss, Retirement and Aging
Memory loss comes in many forms. From mild cognitive impairment and dementia, to the severe effects of advancing Alzheimer’s, the number of…
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Category: Advance Directives
Posted on February 15, 2013
Digital Estate Planning Challenges
Estate planning has always involved a great deal of paperwork. Today, individuals have personal access to online banking, social media accounts, and…
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Category: Business Succession
Posted on February 8, 2013
North Carolina’s Estate Tax: Dying Out?
Most of the country’s attention has been on federal estate tax changes made by theAmerican Taxpayer Relief Act of 2012. Little focus…
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Category: Estate Tax
