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. […]

Posted on November 20, 2015 by Gregory Herman-Giddens

Same-Sex Couples and Social Security Spousal Benefits

Our Chapel Hill estate planning attorney Samantha Reichle recently wrote a post explaining the eligibility requirements and benefits that are now legally available to married same-sex couples nationwide. […]

Posted on November 18, 2015 by Gregory Herman-Giddens

Tax Considerations in Structuring Inheritances

When dividing assets in an estate plan, the testator might be inclined to evenly split assets for heirs. However, if not planned for properly, federal and state tax requirements nevertheless could result in an uneven split of assets upon distribution […]

Posted on November 17, 2015 by Gregory Herman-Giddens

Legal Planning: Greater Costs for Dementia and Alzheimer’s Care

End-of-life treatments in particular cost 81 percent more for dementia patients than others. Cognitive impairments such as dementia and Alzheimer’s impose significant care expenses on the aging population. […]

Posted on November 16, 2015 by Gregory Herman-Giddens

3 Alternative Living Options for Seniors

Traditional senior living homes face new competition from several alternative living options for seniors. […]

Posted on November 13, 2015 by Gregory Herman-Giddens

Elder Care Legal Planning: Non-Financial Costs of Caregiving

Opting for a family caregiver might seem financially attractive. However, caregivers often carry financial and non-financial burdens as a result. […]

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