by Christine | Sep 29, 2011 | Estate Planning, Retirement Planning, Tax Planning |
How does a retiree replace the interest income from a certificate of deposit paying more than 5% when the rate on a new CD is 1.3%? One solution: Donating the principal to a nonprofit in the form of a "charitable gift annuity" in exchange for lifetime fixed...
by Christine | Sep 28, 2011 | Elder Law, Estate Planning, Medi-Cal Long Term Care |
Living with Alzheimer’s disease is very difficult for the individuals affected and their loved ones. But by dedicating some time early on in the diagnosis and fighting for the cause during World Alzheimer’s Month and beyond, a family can know they have done everything...
by Christine | Sep 27, 2011 | Elder Law |
Sometimes you travel because you want to, sometimes because you need to. Whatever the reason, planning a trip can be logistical nightmare for caregivers. Being responsible for an elderly loved one can mean adopting a rather rigid schedule and lifestyle, especially if...
by Christine | Sep 26, 2011 | Probate |
Being asked by friends or family to be executor of an estate is a big honor, but the warm feelings can vanish once the job starts. Choosing an executor can be a difficult task, and in no small part this is because it means finding someone you trust to do as you would...
by Christine | Sep 23, 2011 | Estate Planning, Tax Planning |
The Obama jobs bill…creates a new battle between the charity world and government. There’s a lot of commotion surrounding President Obama’s jobs bill, and for good reason, but not all of it is positive. Small businesses, for one, are lukewarm since their concern is...
by Christine | Sep 22, 2011 | Probate, Tax Planning |
If you’re an executor for someone who died in 2010, mark your calendar for January 17, 2012. That’s the new date by which you must now file a key federal tax form. If your last name is “Steinbrenner,” or you also are the heir to the estate of a decedent who passed in...
by Christine | Sep 21, 2011 | Estate Planning, Tax Planning |
As the amount of money stashed in 401(k)s and individual retirement accounts has grown, more and more families are finding themselves locked in battles over who has rights to the assets. Even with the many concerns over retirement accounts in America, it’s undeniable...
by Christine | Sep 21, 2011 | Estate Planning, Tax Planning |
As the amount of money stashed in 401(k)s and individual retirement accounts has grown, more and more families are finding themselves locked in battles over who has rights to the assets. Even with the many concerns over retirement accounts in America, it’s undeniable...
by Christine | Sep 20, 2011 | Estate Planning |
One of the most common estate planning mistakes that people make is joint ownership. Estate planning can be daunting. Once you get past the fact that your very mortality (and morbidity) is the triggering event, estate planning means taking stock of all you own and,...
by Christine | Sep 19, 2011 | Elder Law |
Care transitions — those times when someone enters a hospital, transfers from one department to another, gets discharged to a rehabilitation center or goes home — are risky times. Moving between hospitals or into rehabilitation and other care centers can be a...
