Month: July 2013
Tax Tips for Charity Travel
Do you travel for charity? You may not be taking advantage of the many tax breaks that the federal government offers for…
Tax Tips for Charity Travel
Do you travel for charity? You may not be taking advantage of the many tax breaks that the federal government offers for…
Potential Changes for Special Needs Trusts
Special needs trusts are excellent tools that help protect an individual’s assets while preserving his or her eligibility for government benefits, such…
North Carolina Tax Reform Passes
Last week the House and the Senate both passed the North Carolina tax reform bill. (Bill 998. The Tax Simplification and Reduction Act.)…
What You Need to Know About Life Insurance and Annuity Changes
A growing number of Veterans Affairs life insurance policy holders are being unpleasantly surprised by undisclosed terms in their policies that are…
Preparing for Early Retirement
Those who plan an early retirement need to take steps to preserve their assets in the face of shrinking resources and ever-increasing…
Health Care Reform Scams
Senior citizens are vulnerable to financial predators and scams, but now families with elderly relatives need to be aware of scams associated…
Estate Planning Concerns for Adult Children Living With Parents
The numbers of individuals living with extended family have only been growing. Our North Carolina estate planning attorneys blogged about estate planning…
3 Things to Consider for Retirement Planning
Without a retirement plan, an individual may diligently contribute to a savings account, but fail to be prepared for the true cost…
