Financial Planning

Special Needs Law Month

Posted on: October 7th, 2013
Special Needs Law addresses multiple legal, financial, and medical concerns for families who care for a disabled loved one. October is Special Needs Law Month, a time when resources for special needs issues are promoted and explained. ...

Creditor Protection for Inherited IRAs

Posted on: September 29th, 2013
In June 2013, North Carolina’s Governor signed Senate Bill 279 into law, which made changes to statutes related to estates, trusts, and guardianships. One change provides additional creditor protection on retirement accounts in North Carolina....

3 Tax Benefits of Education Trusts

Posted on: August 30th, 2013
rustCounsel’s Gregory Herman-Giddens will present ‘Education Trusts and 529 Plans: Estate Planning Strategies for College Savings’ On September 5th in a 60-minute teleconference through the National Constitution Center....

North Carolina Pet Trusts

Posted on: August 29th, 2013
Not every state has laws addressing pet trusts. Fortunately, North Carolina pet trust laws allow residents to establish clear plans for the care of their companion animals....

3 Things to Consider for Retirement Planning

Posted on: July 17th, 2013
Without a retirement plan, an individual may diligently contribute to a savings account, but fail to be prepared for the true cost of their senior years. ...

$3M Limit on IRAs in Obama’s Proposal

Posted on: April 15th, 2013
Individual Retirement Accounts are a top retirement choice for individuals who want to enjoy tax-deferred savings. However, Obama’s new budget plan includes caps on IRA accounts. ...
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