For many people, this may be a great time to kill a traditional IRA. Dismantle it. Take it down. Cash it in. Or at least start that process and save thousands of tax dollars doing it. Especially as we … [Read more...]
Three Reasons To Trust Your Beach House To A Trust
Vacation property and “second homes” – whether in the mountains or at the beach – present a number of legal and tax planning opportunities. A little secret: Most of what you'll read here also … [Read more...]
Avoid This Common Banking Error
Many people make big mistakes titling bank and investment accounts. Often advisors and bankers advise customers to “put your child’s name on the account” or to set the account up as a “pay on death” … [Read more...]
Read This to Understand How Medicaid Treats Trusts
Dad died 5 years ago and there is a trust under his will for Mom. Will the trust be countable if Mom goes into a nursing home? Mom and Dad set up an irrevocable trust years ago (Bill Clinton was on … [Read more...]
How to Find a Good (Elder Law) Attorney
Ever wonder how to find a good lawyer? For my friends over 100 miles from Asheboro or Charlotte, North Carolina, I’ll show you how to find a great elder law attorney. If you are within those areas, I … [Read more...]
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