by Christine | May 31, 2013 | Elder Care, Elder Law, Medi-Cal Long Term Care, Medicaid, Medicare |
Promissory notes can be a valuable tool in Medicaid planning, as illustrated by a recent federal district court case. When it comes to ensuring proper care for your elderly loved ones, Medicaid (called "Medi-Cal in California) can mean a world of difference …...
by Christine | May 30, 2013 | Annuity, Elder Law, Estate Law, LIfe Insurance, Retirement |
"Often times these products are sold based on the moment in time," said Richard Coppa, managing director of Wealth Health, a financial advisory firm. "A couple of years ago, they were sold on guaranteed returns of 6 or 7 percent because people were so...
by Christine | May 29, 2013 | Elder Law, Estate Planning |
People are calling "family meetings" nowadays not only to deal with their parents' health issues but increasingly to sort out their finances as well. No communication is bad communication. So regardless of how hard certain "talks" can be, there...
by Christine | May 28, 2013 | Estate Law, Estate Planning |
This post concerns potential estate tax saving from establishing a separate revocable trust for each spouse and dividing the marital estate between the two trusts. What is a "unified credit" and how does it affect your estate plans? Forbes recently shed some...
by Christine | May 28, 2013 | Divorce, Elder Law, Marriage, Social Security |
Robin Brewton, who advises clients on Social Security benefit strategies, has boosted retirees' financial security with a single question: Are you divorced? There are several new challenges today’s retiring generation is facing, with the volatility of Congress and...
