Month: May 2013
3 Reasons Why You Need IRA Beneficiary Trusts
Naming a trust as an IRA beneficiary has become a popular estate planning tool in recent years.* There are many advantages to…
National Elder Law Month: 3 Factors When Considering Long-Term Care Insurance
As part of National Elder Law Month our North Carolina elder law attorneys are providing a series of posts to help educate…
Retirement Savings Change Based on Income Projections
The Boston College Center for Retirement Research released a study that involved over 15,000 employees who were offered projections of their retirement income based…
Should an Estate Plan be Revised Before or After a Divorce?
We’ve written about the importance of updating your beneficiaries, but when you’re going through a divorce, should you update your estate plan…
What Happens if Your Beneficiary Dies Before You Do?
As you prepare your Will and estate plan, you will choose beneficiaries to receive your financial and personal assets. What happens if…
No NC Tax Reform Bill Yet, Here’s the Plan
The North Carolina Senate had announced plans to reveal the new NC tax reform bill in early May. However, the press conference…
Creditors Can Still Collect From Foreign Trusts
Foreign trusts, or offshore trusts, are popular asset protection tools as they are notorious for providing superior protection from creditors. However, foreign…
National Elder Law Month: What Does Medicare Cover for Nursing Homes?
As part of National Elder Law Month, our North Carolina elder law attorneys are providing a series of posts to help educate senior citizens…
Distribution Advantages for Spouse IRA Beneficiaries
Designating a spouse as a beneficiary of an IRA not only ensures they will have access to retirement accounts in the event…
2013 Changes to NC Medicaid Law
Last week House Bill 399 was ratified, creating changes to laws pertaining to Medicaid in North Carolina. The new legislation grants the NC Department…
