Posts Categorized: Taxes

A Good Active Gift Strategy Takes a Little Planning

May 10, 2013 / By: Cheryl K. David, Estate Planning Attorney

Category: Estate Planning, Estate Tax, Probate, Taxes

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...

Read more »

What the Fiscal Cliff Agreement Means For Your Estate

Feb 18, 2013 / By: Cheryl K. David, Estate Planning Attorney

Category: Taxes, Wills and Trusts

It’s February and the fiscal cliff drama has faded since the president and Congress reached an agreement. In all the news coverage surrounding the story, the last-minute negotiations, and the subsequent deal, you may have...

Read more »

Is Beastie Boy Adam Yauch’s Will Invalid?

Aug 17, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Elder Law, Estate Planning, Long Term Care, Medicaid, Taxes, Wills and Trusts

Check out this week’s newsletter – click on our logo below! In this edition, find more about the following topics: Is Beastie Boy Adam Yauch’s Will Invalid? Leasing Office Space at 528 College Road Can...

Read more »

New Research Offers Tips for Alzheimer’s Caregivers

Jul 16, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Elder Law, Estate Planning, Estate Tax, Incapacity Planning, Medicaid, Power of Attorney, Taxes, Wills and Trusts

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...

Read more »

3 Dangers of Not Having An Estate Plan

Feb 3, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Estate Planning, Incapacity Planning, Taxes, Wills and Trusts

Danger 1: Probate eats up your child’s inheritance. If you don’t have an estate plan, your property will have to go through the probate process before your children and inheritors can take possession of it....

Read more »

Our Team Runs for Breast Cancer

Aug 11, 2011 / By: Cheryl K. David, Estate Planning Attorney

Category: Elder Law, Estate Planning, Financial Planning, Retirement Planning, Taxes, Wills and Trusts

Our most recent newsletter launched today and in it are some very exciting and informative articles.  We want to call particular attention to our run/walk team sponsored by the office that will complete a 5k...

Read more »

New Medicaid Seminar for July

Jun 29, 2011 / By: Cheryl K. David, Estate Planning Attorney

Category: Elder Law, Estate Planning, Medicaid, Power of Attorney, Taxes, Wills and Trusts

Read more »

The IRA Charitable Rollover: Do Good and Get a Tax Break

Jun 10, 2011 / By: academy

Category: Financial Planning, IRAs, Taxes

If you are over the age of 70 ½ and have assets in an IRA that you don’t rely on for your living expenses, you might want to consider using a portion of your funds...

Read more »

What is the Federal Gift Tax?

Jun 6, 2011 / By: academy

Category: Taxes

The federal gift tax might be one of the most misunderstood, and therefore overlooked, aspects of estate planning. Here’s a basic overview of how the gift tax works. The Basic Definition The IRS assesses a...

Read more »

Who Pays Income Tax on a Revocable Living Trust?

May 23, 2011 / By: academy

Category: Taxes, Wills and Trusts

One of the main reasons for establishing a revocable living trust is so that assets can be transferred into the trust and, when you pass away, those assets can be distributed to the trust beneficiaries...

Read more »