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Apr
Simultaneous Death Could Result in a Simultaneous Estate Disaster
We are often asked by our clients about what happens if there is a simultaneous death. While this occurrence is very unlikely, our clients are nevertheless concerned that it might happen to them. It happens not only in airplane crashes, but in thousands of car crashes a year res...
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Apr
StraussSecure™ and Passing Down Cryptocurrency Securely
In today's modern world, people experience incredible benefits from technology every day. Cell phones allow for immediate communication with anyone at any time; while the internet empowers people to gain instant knowledge on any subject at the click of a button. With all o...
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Apr
How do Martial Arts Relate to Elder Law Planning?
Many clients consult with attorneys in our firm in order to make plans to deal with the effects of aging on themselves or their parents. With proper planning we are able to help families preserve assets in the face of daunting long-term care expenses. These long-term care expense...
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Apr
Estate Planning Document Organizer
Make preparations now to keep family and loved ones secure when you are no longer here! Have you ever seen estate planning documents that are in fancy docket covers, folded up and placed in a bank safety deposit box for safekeeping? We see them all the time. We often joke that th...
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Apr
Estate Planning for Everyday Folks
One of the biggest misconceptions that I hear as an estate planning attorney is that creating an estate plan is just for the wealthy. The timeworn saying that the only two things that are inevitable in this world are death and taxes never had a $ sign or dollar amount in the say...
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Apr
Does the New Tax Act Reduce the Income Tax Benefits of Giving to Charity and How to Encourage Larger Donations?
The Tax Cuts and Jobs Act which became effective on January 1, 2018, affects almost every area of income tax law, including charitable giving. An individual’s cost to donate money to charity has traditionally been reduced by the tax benefits afforded charitable deductions under s...
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Apr
North Carolina Increases Attacks Against the Estates of Long Term Care Medicaid Recipients
The Department of Health and Human Services at the Centers for Medicare and Medicaid Services approved an amendment to North Carolina’s State Medicaid Plan under Title XIX of the Social Security Act effective as of June 1, 2017. In these changes North Carolina has formalized a ch...
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Apr
Estate Planning Opportunities Arise with Passage of Tax Cuts and Jobs Act (TCJA)
The Tax Cuts and Jobs Act (TCJA), which came into effect on January 1, 2018, is the most significant overhaul of the tax code since 1986. Although it was meant to simplify the tax code, it is very complex and will undoubtedly be subject to ongoing modifications and interpretation...
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Apr
Using Life Insurance instead of an Internal Revenue Code Section 529 Qualified Tuition Program
Grandparents are often very fond of establishing savings accounts intended for grandchildren’s education. If they can do so with tax advantages, it is even better! Frequently a grandparent will consider starting a Section 529 Savings Plan for the grandchild because financial advi...
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Apr
2018 Estate Tax and Gift Tax Changes
“It’s tough to make predictions, especially about the future. ” Yogi Berra With the recently passed tax bill there is finally an official pronouncement from the IRS on the 2018 estate and gift tax exemptions. The IRS announced in October of this year that the gifting exemption bot...
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