by Christine | Feb 3, 2015 | Advanced Health Care Directive, Elder Care, Elder Law, End of Life Decisions, Estate Planning, Medi-Cal, Medi-Cal Long Term Care, Medicaid, Medical Directives, Retirement, Retirement Planning, Trusts |
Consulting financial and tax advisers as part of planning the retirement process is essential to get the health-care piece covered. Enjoying truly golden retirement years means a lot of different things to different people, but it should include planning for long-term...
by Christine | Jan 29, 2015 | Asset Protection, Assets, Conservatorships, Elder Law, Estate Plan, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Probate, Retirement, Retirement Planning, Special Needs, Tax Planning, Trusts, Wills |
“We’re not surprised by the fact that people don’t know a lot about retirement income planning,” says David Littell, program director at the American College. “I was surprised at how badly they did.” Could you pass a retirement literacy test? Apparently, 80% of...
by Christine | Jan 26, 2015 | Caregivers & Caregiving, Elder Care, Elder Law, Individual Retirement Accounts (IRA), Long Term Care, Retirement, Retirement Planning |
Adult children who become caregivers often pay a steep price. However, with some smart strategies, you can avoid sabotaging your financial future. What can you do ahead of time to help ease the financial burden of caring for your aging parents? Look into potential tax...
by Christine | Sep 22, 2014 | Elder Care, Elder Law, Estate Plan, Estate Planning, Long Term Care, Long Term Care Insurance, Medi-Cal, Medi-Cal Long Term Care, Nursing Home, Retirement, Retirement Planning, Trusts, Wills |
David Cutner, partner at Lamson & Cutner, attorneys for the elderly and disabled offered the following tips for both estate planning and long-term care for boomers. A recent Fox Business article reported that the majority of seniors are completely in the...
by Christine | Jun 13, 2014 | Estate Planning, Retirement, Roth IRA |
The question of which investment accounts you should tap first in retirement can often be a tricky one. But it gets even trickier if your goal is to leave money to heirs. How do you balance retirement with your estate planning goals? After all, even if you...
by Christine | Mar 28, 2014 | Elder Law, Financial Planning, Retirement, Taxes |
A lot of things change in retirement, and your taxes are one of them. But they don't have to be so painful. There are a lot of variables in play when it comes to budgeting for retirement, to include ever lengthening life-spans and ever increasing medical bills. No...
