Estate and Elder Law

Recent Posts

New Hawaii Law to Help Protect Assets of Married Couples - NC Law is Not Quite as Helpful
Posted on 6 Jul 2012 by Gregory Herman-Giddens

Hawaii is on the verge of a step forward in the field of asset protection, with pending legislation awaiting the Governor's signature that, if signed, would extend the shield of creditor protection available to married couples. Hawaii is among a group... Read More

IRS Allows Rollover of IRA from Estate to Spouse
Posted on 2 Apr 2012 by Gregory Herman-Giddens

As I tell my clients and audiences during presentations, one should never name one's estate as beneficiary of an IRA or other retirement account. If the estate is the beneficiary, whether from a purposeful designation, failure to name a beneficiary... Read More

New Hawaii Law to Help Protect Assets of Married Couples - NC Law is Not Quite as Helpful
Posted on 6 Jul 2012 by Gregory Herman-Giddens

Hawaii is on the verge of a step forward in the field of asset protection, with pending legislation awaiting the Governor's signature that, if signed, would extend the shield of creditor protection available to married couples. Hawaii is among a group... Read More

North Carolina Estate Planning Blog: IRS May Allow Late Filing Relief for 706 for Portability
Posted on 8 Dec 2011 by Gregory Herman-Giddens

By Greg Herman-Giddens According to Robert Keebler, CPA, the IRS may allow a late filed Federal Estate Tax Return, Form 706, if the only reason for filing the return is for the surviving spouse to claim the deceased spouse's unused estate tax exemption... Read More

Disclaimer Wills: The Petition for Letters of Trusteeship
Posted on 7 Sep 2010 by Adam J. Gottlieb

By Adam J. Gottlieb A stable married couple with no serious family issues has several planning options when they consider the death of one or both spouses. Upon the death of one spouse, a question arises as to how to provide for the remaining life... Read More