Posted on January 20, 2016 by Gregory Herman-Giddens

Start Alzheimer's Legal Planning

Waiting to develop a legal plan for an aging relative with cognitive decline might result in the elderly person's incapacitation. Then it might be too late for them to execute legal documents independently. […]

Posted on January 19, 2016 by Gregory Herman-Giddens

Almost 1 in 4 Caregivers are Millennials

New research shows that almost 25 percent of caregivers are Millennials. The research came from a joint study between the National Alliance for Caregiving and the AARP Policy Institute. […]

Posted on January 5, 2016 by Gregory Herman-Giddens

5 Concerns When Gifting a Down Payment on a Home

Family members might want to gift money to children to be used toward a down payment on a home. Cash down payment gifts, when not handled properly, could trigger tax consequences or create other complications. […]

Posted on December 29, 2015 by Gregory Herman-Giddens

Last-Minute Year-End Tax Deduction: IRA Charitable Rollover

If you plan to use the IRA Charitable Rollover provision for the 2015 tax year--make arrangements before year's end! […]

Posted on December 15, 2015 by Gregory Herman-Giddens

3 Estate Planning Items to Consider When Selling a Business

With a growing number of entrepreneurs in North Carolina, combined with a reliable survival rate, small business owners might encounter an opportunity to sell their business. How will proceeds from the sale be managed, protected, and taxed? […]

Posted on November 27, 2015 by Gregory Herman-Giddens

3 Tax Planning Steps for the New Year

Common tax planning strategies include retirement contributions, family gifting, and making charitable donations. Outlined below are a few alternative planning steps to consider in the New Year. […]

Posted on November 26, 2015 by Gregory Herman-Giddens

Estate Planning Documents for Young Adults

Many legal responsibilities and freedoms are afforded to United States citizens when they reach the age of 18. Who will provide reliable care and maintenance of a young adult’s affairs if they are incapacitated? […]

Posted on November 25, 2015 by Gregory Herman-Giddens

7 Power of Attorney Conflicts

Maintaining powers of attorney in one’s estate plan is generally an optimal planning practice. However, some conflicts can develop. […]

Posted on November 24, 2015 by Gregory Herman-Giddens

5 Mistakes With Long-Term Care Insurance

Long-term care (LTC) insurance rates this year were 8.6% higher than the year prior. As rates rise, planning professionals and policy holders take concerted efforts to develop care plans that effectively maximize investments and benefits to prevent the fees for LTC insurance from becoming cost prohibitive. […]

Posted on November 21, 2015 by Gregory Herman-Giddens

Problems With Old Trusts

Even if one’s goals were accomplished when a trust was initially created years ago, those goals might not align with current tax legislation and, sometimes, could result in overly complicated trust administration. […]


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