by Christine | Jun 27, 2011 | Probate |
So in the case of choosing an executor, who should get the job, what are the fees and what should you expect? There are a few things to consider when answering these questions. There are a number of decisions to be reached when planning for your estate and not least...
by Christine | Jun 27, 2011 | Conservatorships, Elder Law |
"Whether you live across the country or across town, if you're not the one primarily responsible for the care of someone with Alzheimer's or some other form of dementia, it's easy to feel helpless or be unsure how to help" is how...
by Christine | Jun 24, 2011 | Business Succession Planning |
Grants aren't for only nonprofits. Small businesses can sometimes get their hands on that money too—and get a big boost in the process. If you’re getting a new enterprise off the ground or trying to expand your small business, finding capital may be high on...
by Christine | Jun 23, 2011 | Special Needs Trusts |
I frequently am asked whether a Special Needs Trust can or should purchase a residence for the special needs trust beneficiary. I recently came across a great article in The Voice about this very topic written by Attorney Martha C. Brown (no relation) a...
by Christine | Jun 22, 2011 | Conservatorships, Elder Law |
The study is a follow-up of MetLife's 2009 "Broken Trust: Elders, Family, and Finances" and examines the prevalence and impact of elder financial abuse in America today. It demonstrates how these crimes continue to decimate incomes, impact the health and...
by Christine | Jun 21, 2011 | Tax Planning |
The tax rules are clear: In order for charitable gifts of $250 and above to qualify for a deduction, there must be a letter detailing the amount of the donation and affirming that no goods or services were provided in connection with this gift… Giving to charity can...
by Christine | Jun 20, 2011 | Elder Law |
A little-known tax rule can help offset the cost of some retirement communities. If you, your parent, or an elderly loved one is reaching the point where living alone is no longer an option – for medical reasons or otherwise – it may be time to consider some time of...
by Christine | Jun 17, 2011 | Uncategorized |
Staring in June 2011, and in the hope that California will save $180 million a year, California is requiring older adults and special needs individuals to join a state-paid Medi-cal managed-care plan. Christopher Weaver a staff writer...
by Christine | Jun 16, 2011 | Estate Planning |
With unemployment still close to double digits and entry-level jobs in short supply, it's tempting for parents of college graduates—and other struggling twenty-somethings—to try to help their adult children start businesses. If you have an adult child...
by Christine | Jun 16, 2011 | Estate Planning |
With unemployment still close to double digits and entry-level jobs in short supply, it's tempting for parents of college graduates—and other struggling twenty-somethings—to try to help their adult children start businesses. If you have an adult child...
