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Posted on March 25, 2016

Raleigh Now Has #2 Fastest-Growing Senior Population

The Raleigh-Durham area is becoming an increasingly attractive retirement destination, with an influx of relocating retirees combining with long-time residents that choose…

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Category: Elder Care Uncategorized
Posted on April 14, 2013

3 Ways to Gift for College

Family members have the best intentions when they offer money to cover college expenses, but if they neglect to use a wise…

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Category: Uncategorized
Posted on October 14, 2011

LegalZoom Files Suit Against NC State Bar

The online legal forms provider LegalZoom.com recently filed a lawsuit against the North Carolina State Bar in Wake County Superior Court, requesting…

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Category: Uncategorized
Posted on September 8, 2010

IRS Guidance for Executors of 2010 Estates

Given the new basis reporting requirement for the estate of decedents dying in 2010, these new FAQ from the IRS are welcome…

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Category: Uncategorized
Posted on November 14, 2009

Family of NC Man Wrongly Declared Dead Sues Medical Examiner

Sounds like a nightmare, but it’s true.  After an auto accident, Larry Green was put into a body bag and refrigerated.  The…

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Category: Uncategorized
Posted on December 23, 2008

The 12 Keys to Proper Estate Planning

All of us know the Christmas song The 12 days of Christmas. Keeping with the holiday theme, I have come up with…

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Category: Uncategorized
Posted on September 30, 2008

Older Estate Plans Should Be Reviewed

While folks who put an estate plan into place years, or even decades, ago are to be commended for planning ahead, they…

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Category: Uncategorized
Posted on April 25, 2008

Where’s My Refund?

Excerpts from a recent IRS Memo: WASHINGTON — Taxpayers who have filed their federal income tax returns and are expecting their refunds…

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Category: Income Tax Uncategorized
Posted on February 11, 2008

Stimulus Bill – Here Come the Tax Rebates

Click “Continue Reading” for a concise summary of, and some commentary on, the Stimulus Bill signed into law last week by President…

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Category: Uncategorized
Posted on June 14, 2007

Making a Gift? – Make Sure You Know the Rules

Gifting property can be an effective way to spend down assets for future Medicaid eligibility and to reduce estate tax liability. Many…

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