by Christine | Sep 19, 2011 | Conservatorships, Elder Law, Medi-Cal Long Term Care |
What an easy way to take part in World Alzheimer’s Month – just wear a purple shirt, tie, dress or socks. You can also raise awareness of this global epidemic by participating in these activities: Turn Facebook Purple Download our...
by Christine | Sep 16, 2011 | Estate Planning |
If you enjoyed that last summer outing to your vacation home this past Labor Day weekend, it's a good time to start thinking about creating a succession plan for the property. A detailed plan will make the transfer of ownership easier and establishes rules to will...
by Christine | Sep 15, 2011 | Elder Law, Estate Planning, Tax Planning |
You can reverse a 2010 Roth conversion. Then it's like the conversion never happened, which means the inflated conversion tax bill disappears. Are you still reeling? August was a tumultuous money month (to say the least), but at least we can breathe a sigh of...
by Christine | Sep 14, 2011 | Elder Law |
Medicare Advantage plans can save older Americans money, but difficulty choosing among the many available plans often prevents them from realizing substantial cost-savings. Did you know Medicare’s annual election period is just around the corner, October 15 through...
by Christine | Sep 13, 2011 | Estate Planning |
There are many options to protect your children from themselves but the options are the epitome of tough love. Still, they could help your child in the end. While planning for your estate addresses many concerns, likely providing your loved ones is at the top of the...
by Christine | Sep 12, 2011 | Elder Law, Medi-Cal Long Term Care, Special Needs Trusts |
Deciding how to leave your assets to your kids is tricky enough. If your adult child has a chronic disability, the task is much more complicated. Estate planning is never easy, if only because it means thinking about protecting your loved ones when you’re no longer...
by Christine | Sep 9, 2011 | Estate Planning |
Retained income trusts are an excellent option if you choose to make a lifetime transfer to your children. Unfortunately, estate planning opportunities tend to be hard to time. Practically speaking, you tend to not be “done” with your estate when the law creates a...
by Christine | Sep 9, 2011 | Estate Planning |
Retained income trusts are an excellent option if you choose to make a lifetime transfer to your children. Unfortunately, estate planning opportunities tend to be hard to time. Practically speaking, you tend to not be “done” with your estate when the law creates a...
by Christine | Sep 8, 2011 | Estate Planning |
One of the main goals of asset protection is to settle the case before it gets to court. We tend to think of the law as a rigid structure, unless of course it’s bending to help us. On the other hand, the law also might bend against us… and that can be rather...
by Christine | Sep 8, 2011 | Estate Planning |
One of the main goals of asset protection is to settle the case before it gets to court. We tend to think of the law as a rigid structure, unless of course it’s bending to help us. On the other hand, the law also might bend against us… and that can be rather...
