Statistically speaking, women live longer and earn less than men. That makes financial and retirement planning far more important for women. It’s not pleasant to contemplate, but because women often take time out from their careers to raise children or take care of elderly parents and still earn less than…
Higher fees are coming to high earners, when income thresholds for the highest surcharge tiers drop even further next year. If you were hit with premium surcharges for Medicare Part B and Part D already, these costs will increase again in 2018, according to a recent article in Kiplinger, “Medicare…
Here’s another reason to meet with your estate planning attorney face-to-face. An overseas-based scam is targeting the elderly with a website that uses photos and content stolen from real law firm websites. A website purporting to be an estate planning law firm is the subject of a lawsuit from the…
Here is a helpful checklist of the top ten ways to keep your estate plan current. Review your existing Will and any trust agreements. Over the course of a year our personal and our professional lives can change dramatically. Tax laws and regulations are also subject to change as new…
With many tech companies, universities and businesses, North Carolina has become home to many resident aliens who contribute greatly to the state’s growth. Estate planning requires special knowledge of non-citizen tax rules. More than $1 billion in annual foreign direct investment gives North Carolina’s private sector employment a huge boost,…
The moment you become a parent, you need a will. The same is true once you acquire any kind of asset that you want to give to someone after you die. It’s really that simple. The reasons why so many people don’t think they need a will fall into a…
Now that many members of the millennial generation are parents, it’s time for them to protect their families with estate plans, including naming guardians for their minor children. Yes, that generation is growing up! The numbers are pretty extreme. A recent study by caring.com reveals that 88% of 18–36 year-old…
Are you surprised that such a complex topic can be divided into just four sections? Once these difficult tasks are accomplished, you’ll have some much needed perspective that will help the rest of the process along. According to a recent article in Forbes, “How Much Do You Need To Retire:…
If you’re walking down the aisle again, there are a number of smart steps to take before you say “I do” another time. Just as your life was probably simpler the first time you married, your subsequent marriage, especially if it occurs late in life, can become problematic, if good…
There are a number of tasks that need to be done after a loved one passes. A Houston estate planning attorney can help make these tasks easier. Most people don’t know that there is a time limit on certain tasks that need occur after someone passes away. According to WXYZ…