Financial Planning

Posted on July 9, 2008

FDIC Insurance Coverage for Trust Accounts

With the recent failure of IndyMac Bank and even large banks like Wachovia reporting astounding losses, some folks are becoming increasingly concerned…

Read More…

Categories
Category: Financial Planning
Posted on

BB&T Wealth Management Ranked #1

North Carolina’s own BB&T Wealth Management was rated as the most prestigious regional bank wealth manager by high net-worth consumers, according to the 2008…

Read More…

Categories
Category: Financial Planning
Posted on June 9, 2008

How to Organize Your Financial and Legal Affairs

I recently came across a publication entitled If Something Should Happen – How to Organize Your Financial and Legal Affairs.  The booklet…

Read More…

Categories
Category: Financial Planning
Posted on August 9, 2007

Make Sure Your “Estate Planner” is Trustworthy

I’m still in catch up mode from being out a week in early August, which is the reason for my paltry postings…

Read More…

Categories
Category: Financial Planning
Posted on

NC’s 529 College Savings Plan Recommended

Money magazine, in a August 2007 article on College Savings Plans, recommended North Carolina’s 529 Plan as a good choice for NC residents.  NC’s plan features:…

Read More…

Categories
Category: Financial Planning
Posted on February 9, 2007

Postnuptial Agreements On The Rise

My last post was about an article about 529 Plans in the February 24-25 2007 issue of The Wall Street Journal.  That…

Read More…

Categories
Category: Financial Planning
Posted on January 31, 2007

Big Tax Losses in 2008? Consider a Roth Conversion

Self-employed persons or small business owners such as home builders with big tax losses for the year should consider converting their traditional…

Read More…

Categories
Category: Financial Planning
TrustCounsel
Address: 1414 Raleigh Rd Ste 203, Chapel Hill NC 27517
Phone: 919.636.0950 | Toll Free: 800.201.0413 | Fax: 919.493.6355
ghgiddens@trustcounselpa.com | www.trustcounselpa.com