Month: February 2014
Protect Assets for the Elderly
In approximately forty years, 1 in 10 Americans will be 65 or older. Financial elder abuse rates are increasing proportionately with the…
Elder Care Trend: Avoiding Nursing Home Care
New reports from The Washington Post show that baby boomers are electing in-home medical care in lieu of nursing home services. From 1990 to 2010, the…
Permitted Distributions for Special Needs Trusts
Special needs planning in North Carolina. If you are starting to explore options for Special Needs Trusts in North Carolina, one…
What Happened to the Estate Tax Exclusion Portability Deadline?
Estates who have not yet filed a federal estate tax return (IRS Form 706) electing portability now have a new deadline to…
NC Tax Questions for Same-Sex Marriages
Same-sex marriages are not legal in North Carolina, however same-sex couples who reside in North Carolina and were legally married in a…
Cohabiting Couples on the Rise
The National Survey of Family Growth, a federal report completed every four years, shows significantly more couples are having children and delaying…
