by Christine | Aug 10, 2011 | Elder Law |
The federal government recently overhauled one of its web services to help families better evaluate nursing homes. If you and your family are screening nursing homes for a loved one, then you already know what a daunting process it can be. It may just be a little...
by Christine | Aug 9, 2011 | Elder Law, Estate Planning, Medi-Cal Long Term Care |
Sales of insurance policies that combine long-term-care with other forms of insurance are booming. But before buying, it's important to understand the possible drawbacks. Insurance, in its many forms, has been referred to as the Swiss Army Knife of estate planning...
by Christine | Aug 8, 2011 | Elder Law |
The deficit deal passed by Congress and signed by President Obama is a mixed bag for older Americans, with Social Security and Medicaid protected from cuts at least for now but many other federal programs likely to be trimmed. For months we’ve been on the edge of our...
by Christine | Aug 5, 2011 | Elder Law |
A return to tax returns — that's the theme of a new round of scams. You're promised you'll get money from the government if you'll just file new forms with the IRS. You waste your time and pay a fee as well, putting money into the pocket of no one but...
by Christine | Aug 5, 2011 | Elder Law |
A return to tax returns — that's the theme of a new round of scams. You're promised you'll get money from the government if you'll just file new forms with the IRS. You waste your time and pay a fee as well, putting money into the pocket of no one but...
by Christine | Aug 4, 2011 | Business Succession Planning |
The sale of a business is usually a big event in the owner’s life, financially, emotionally, and in other respects…taxes are key to business sales, but who pays them? Some entrepreneurs build up and sell a dozen or more businesses during their lifetimes, but for most,...
by Christine | Aug 4, 2011 | Business Succession Planning |
The sale of a business is usually a big event in the owner’s life, financially, emotionally, and in other respects…taxes are key to business sales, but who pays them? Some entrepreneurs build up and sell a dozen or more businesses during their lifetimes, but for most,...
by Christine | Aug 3, 2011 | Estate Planning, Retirement Planning, Tax Planning |
If you've reached 70-1/2, you can make cash donations to Internal Revenue Service-approved charities directly out of your traditional IRA. This can be a tax-smart opportunity, but it will expire at the end of this year unless Congress acts. You may have read about...
by Christine | Aug 3, 2011 | Estate Planning, Retirement Planning, Tax Planning |
If you've reached 70-1/2, you can make cash donations to Internal Revenue Service-approved charities directly out of your traditional IRA. This can be a tax-smart opportunity, but it will expire at the end of this year unless Congress acts. You may have read about...
by Christine | Aug 2, 2011 | Estate Planning |
In the rush to button down an estate plan, people often spend most of their time focusing on the big questions and overlook small—but increasingly crucial—details. According to a recent article in the Wall Street Journal, there are approximately 400,000 pets each year...
