There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings … [Read more...] about New Tax Proposal re: Retirement Savings
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
My friend Steve Hartnett, Director of Education for the American Academy of Estate Planning Attorneys has a clear blog post addressing the … [Read more...] about Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
Planning to Avoid Too Much SALT
The 2018 changes in the federal tax laws were a mixed bag. One of the disadvantages for many tax payers was the new cap of $10,000 on … [Read more...] about Planning to Avoid Too Much SALT
You Never Know: Planning for the Unexpected
This article from my good friend, Steve Hartnett, the Director of Education at the American Academy of Estate Planning Attorneys, examines … [Read more...] about You Never Know: Planning for the Unexpected
When Should I Update My Estate Plan?
Creating a comprehensive estate plan which addresses all of your goals and creates the tools and organizational structure you need is one of … [Read more...] about When Should I Update My Estate Plan?
Estate Planning Attorneys Offer Counselling about IRAs
Saving for retirement is important and estate planning and elder law attorneys can provide the help that you need to ensure you … [Read more...] about Estate Planning Attorneys Offer Counselling about IRAs
What Happens to Your Assets if You Don’t Make an Estate Plan?
Chapel Hill estate planning lawyers can provide personalized help and support in making sure you control what happens to your legacy. It's … [Read more...] about What Happens to Your Assets if You Don’t Make an Estate Plan?
Planning for Frequent Flyer Miles
This is a post from my friend Steve Hartnett, the Director of Education at the American Academy of Estate Planning Attorneys, about the … [Read more...] about Planning for Frequent Flyer Miles
Should You Talk With Your Loved Ones About Estate Planning?
The Durham area estate planning attorneys at Clarity Legal Group® can help you to put together a comprehensive estate plan. One of the … [Read more...] about Should You Talk With Your Loved Ones About Estate Planning?
