by Christine | Aug 20, 2015 | Estate Plan, Estate Planning, Wills |
The classic story of a vulnerable wealthy elderly person being influenced by a caretaker who seeks to enrich him or herself has been updated in a dispute between a disinherited brother and psychiatrist/girlfriend of a Texas woman who is alleged to have been...
by Christine | May 1, 2015 | Asset Protection, Elder Law, Estate Plan, Estate Planning, Estate Tax, Estates, Financial Planning, Individual Retirement Accounts (IRA), Living Trust, Trusts, Wills |
Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan. Those two choices are the Simplified Employee Pension (SEP) plan and the individual retirement arrangement (IRA). A recent...
by Christine | Apr 22, 2015 | Asset Protection, Debt, Estate Plan, Estate Planning, Estate Tax, Estates, Probate, Taxes, Trusts, Wills |
Anyone can die leaving debt behind. Spouses and families should help prepare or revise estate plans to address current credit issues and create an action plan for the possibility of remaining debt after the borrower dies. If you aren’t sure what to do with a loved...
by Christine | Apr 8, 2015 | Asset Protection, Elder Law, Estate Plan, Estate Planning, Incapacity, Living Trust, Power of Attorney, Probate, Trusts, Wills |
Ernie Banks died on January 23rd at age 83 from a heart condition. Interestingly, his death certificate listed dementia as a “significant condition contributing” to his death. Why is that important? Well, three months before he died, Banks signed a new...
by Christine | Mar 27, 2015 | Asset Protection, Estate Plan, Estate Tax, Estates, Farms, Inheritance, Living Trust, Tax Planning, Trusts, Wills |
People who own as little as three acres and engage in agricultural practices such as hay harvesting, bee keeping, chicken raising, and designating land for grazing animals may find themselves rewarded by localities with an enormous discount of up to 95% on property...
by Christine | Mar 26, 2015 | Asset Protection, Elder Law, Estate Plan, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Have you thought about dying lately? Most of us don't. Make sure you do some estate planning today before things get complicated. End-of-life planning is not a fun topic to think about. Nobody wants to think about passing away, but is that going to change the...
