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estateplansNC

  1. See my answer on @Avvo to: Medicaid patient liability - After your mother's death, the state may file a clai... rpx.me/mjog
  2. Please see my answer on @Avvo to: I received a check made out to the estate of my dad's name. He left no wil... rpx.me/cjog
  3. See my answer on @Avvo to: Is the attorney liable for mistakes made in paying real estate taxes at closing. ... rpx.me/OUng
  4. Her book, Life and Death Planning for Retirement Benefits, is a great resource for those who advise on qualified plans…lnkd.in/JbfV5z
  5. The Social Security Administration no longer sends paper statements in the mail. The best way to keep track of... fb.me/1XOjF9H84
  6. In Miami - just finished taping a 120 minute, two part CLE class on IRA Trusts for Lawline. lawline.com
  7. Please check out my answer on @Avvo to: Irrevocable life insurance trust - Yes, but depending on how the tru... rpx.me/oRkg
  8. See my answer on @Avvo to: Trustee - I serve as trustee of several life insurance trusts and would be happy ... rpx.me/FNkg
  9. I am pleased to announce that I will be speaking in an upcoming Strafford live phone/web seminar entitled "IRA Trusts …lnkd.in/2g8fas
  10. See my answer on @Avvo to: My estate lawyer has missed the deadline for my widow allowance is there anything... rpx.me/SGhg
  11. The U.S. now has the highest combined federal and state combined tax rate for corporations in the industrialized world, after Japan dropped…
  12. lnkd.in/tcnRg3 I agree - asset protection planning is very often overlooked and misunderstood and the value of doing so...
  13. A good use of GRATs! lnkd.in/6MiVGB
  14. physicianspractice.com/personal-finan…
  15. I'm a presenter in this May 31st webinar - use this link for a 50% discount on registration. lnkd.in/aQC7HE
  16. Do a favor to your family - at the very least get a simple will. lnkd.in/cBcQ4P
  17. I'm pleased to announce that TrustCounsel now has offices in New York (Wall Street) and Miami (Coconut Grove). lnkd.in/xiiEKg
  18. Properly preparing for retirement is an essential part of life for many people – and one big part of planning for... fb.me/MjEckAIa
  19. off to NYC tomorrow for a couple of meetings - Big Apple here I come!
  20. Please see my answer on @Avvo to: Cost basis on house on father's death four years ago was $326,000. Sold o... rpx.me/Undg