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- Financial Planning
- Fraud & Financial Abuse
- General
- Gift Tax
- Guardianship
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- Medicaid
- NC Income Tax
- North Carolina Department of Revenue
- Nursing Homes
- Pending Legislation
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Life Insurance
Lost Life Insurance Policies
Posted on: October 11th, 2013
Were you told by a loved one that you were a beneficiary of their life insurance policy? If they passed away and didn’t leave behind policy details, how do you find the policy number and value of the benefits?...
What You Need to Know About Life Insurance and Annuity Changes
Posted on: July 25th, 2013
A growing number of Veterans Affairs life insurance policy holders are being unpleasantly surprised by undisclosed terms in their policies that are limiting their products’ values. ...
Can I Inherit Debt in North Carolina?
Posted on: March 29th, 2013
North Carolina estate planning discussions usually put an individual’s assets under the microscope. What trusts would avoid taxes best? How much should be designated for charitable contributions? ...
12 Scary Beneficiary Designation Mistakes
Posted on: October 31st, 2011
It’s Halloween, and tonight kids of all ages will be dressed in an assortment of costumes, many designed to frighten. What frightens an estate planner? Here are a dozen examples of scary planning (or lack thereof) with regard to life insurance and retirement plan beneficiaries:...
Life Insurance to Pay a Future Bill
Posted on: February 10th, 2011
Second-to-die insurance is traditionally purchased by affluent married couples.How it works: The insurance proceeds are paid out upon the death of the second spouse when the funds are often needed to pay taxes....
Forgoing an ILIT- Estate Planning’s Costliest Mistake
Posted on: September 11th, 2010
Most people know that the proceeds of a life insurance policy are generally free of income taxes. What many don’t realize, however, is that the same proceeds are included in one’s estate for estate tax purposes....
