Month: November 2015
3 Tax Planning Steps for the New Year
As the end of the tax year nears, many taxpayers try to maximize deductions in an effort to minimize their tax bills….
Estate Planning Documents for Young Adults
Some individuals wait for major life events to start an estate plan. However, planning for life’s uncertainties is might be crucial as…
7 Power of Attorney Conflicts
Powers of attorney generally help to expedite decision-making regarding financial and health matters. Individuals (principals) utilize a power of attorney to grant…
5 Mistakes With Long-Term Care Insurance
The cost of long-term care has grown in recent years, both in terms of the cost of care itself as well as…
Problems With Old Trusts
Individuals and families establish trusts for a number of reasons. A trust can help to preserve wealth from being lost to an…
Same-Sex Couples and Social Security Spousal Benefits
Relevant to estate plans in North Carolina and around the country, our Chapel Hill estate planning attorney Samantha Reichle recently wrote a…
Tax Considerations in Structuring Inheritances
When dividing assets in an estate plan, the testator might be inclined to evenly split assets for heirs. However, if not planned…
Legal Planning: Greater Costs for Dementia and Alzheimer’s Care
Planning for the costs of elder care is a crucial element to one’s estate plan, particularly as the costs of elder care continue to…
3 Alternative Living Options for Seniors
As Americans age, their priorities and lifestyles evolve. Some seniors choose to live close to family, while others wish to relocate to…
