by Christine | Apr 11, 2014 | Asset Protection, Small Business |
Asset protection is the process of employing risk management products and legally acceptable solutions to ensure a person’s wealth is not unjustly taken. Ever heard of the rule of entropy? Roughly, it says that things tend toward chaos. So it is with business and the...
by Christine | Apr 10, 2014 | Uncategorized |
Choosing whether assisted living would be the right option can be a complex decision requiring a dispassionate evaluation of the situation and careful consideration. The challenges of helping an aging parent plan for their late-in-life care can be strenuous. There are...
by Christine | Apr 9, 2014 | Autism, Developmentally Disabled, Limited Conservatorships |
Since April is "Autism Awareness Month" I thought it would be a good idea to talk about "limited conservatorships" again. This is an important issue for any parent of a developmentally isabled child regardless of the type of disability. When...
by Christine | Apr 9, 2014 | Elder Care, Elder Law, Inheritance |
Suzanne M. Cheney performed many services for her stepfather, Anthony R. Turco, expecting to receive a share of his estate. However, to her great disappointment, he left her nothing. There is a difference between care given out of responsibility and that given out of...
by Christine | Apr 8, 2014 | Alzheimer's, Dementia, Elder Care, Elder Law |
"Understanding that AD may contribute to almost as many deaths as the two leading killers in America, heart disease and cancer, is an eye-opening figure that may convince the public and policy makers that AD funding should be increased," James said. As you...
by Christine | Apr 7, 2014 | Estate Planning, Inheritance |
One of the most common themes among my affluent clients is a desire to see their children make it on their own. Over 90% of these clients are first-generation wealth builders, meaning they didn’t inherit their money but accumulated it from saving, investing or...
by Christine | Apr 4, 2014 | Budget, Estate Law |
Under the President’s plan, in 2018 the tax would revert to the rates that were in effect in 2009. Budget buzz is spreading across Capitol Hill. For example, did you know that President Obama's proposed budget is seeking a reduction of the estate tax exemption...
by Christine | Apr 3, 2014 | Elder Care, Elder Law, Medi-Cal, Medicaid |
The rules regarding IRAs and Medicaid (Medi-Cal in California) are complicated and vary from state to state. You should talk to your attorney about your IRA to determine the best course of action for you. There are some strict financial rules governing eligibility to...
by Christine | Apr 2, 2014 | Elder Care, Elder Law, Medicare |
Much is undoubtedly delivered with great love and compassion. But, sadly, it is also provided by family members who have no caregiving skills. Deciding on medical care later in life or setting it up for a loved one is a difficult process that should be...
by Christine | Apr 1, 2014 | Estate Planning, Wills |
An ethical will is an attempt to transfer an intangible legacy. What is an ethical will? Think of your will as providing the legally-binding “how” when it comes to your estate plan. How do you want your assets to be distributed? On the other hand, think of your...
