If you are making a will in Greensboro, North Carolina and are using it to pass inheritances, you may want to think about developing an active gift strategy as well. While you can easily develop...
What is the GST? GST stands for the generation skipping tax, a federally imposed tax that applies in situations where a grandparent leaves a gift to a grandchild or a great-grandchild. For example, if a...
New Research Offers Tips for Alzheimer’s Caregivers: Read this article and more in the latest edition of our newsletter by clicking on our logo below. Topics include: An Open House update Medicaid and Estate Planning...
The recent Pennsylvania State football sex scandal has revealed insightful details into former head coach Joe Paterno’s estate planning efforts. Prior to the scandal recently coming to light, Mr. Paterno had transferred the home to...
When congress agreed to form the so-called “super-committee” earlier this year, the end goal was to create some kind of agreement that might, eventually, lead to solving the nation’s budget crisis by making a dent...
The Oct 1 Women’s Only 5k for Breast Cancer, rescue dog stories from 9/11, probate seminars, identity theft, and more – we’ve got a lot going on that’s featured in our newest newsletter! Click...
Don’t make a plan. As long as you want your family to have to spend a lot of time arguing about your wishes, going to court and generally having a really hard time after...
On Friday, December 17th, President Obama signed the new tax law, which (among other things) sets the estate and gift tax rates for the next two years. Here’s where we stand: Estate Tax The top...
As promised, big changes in the estate tax law have come about and are in effect until December 31, 2012. What do these tax changes mean for you? If you are a current Cheryl David...