by Christine | Nov 5, 2015 | Uncategorized |
An elderly man – 85 years old – who travels between two residences, one in Australia and the second in the State of Washington, is suing Wells Fargo Bank for allegedly causing a $13 million loss through mismanagement of his trust. He was an income...
by Christine | Oct 14, 2015 | Uncategorized |
The brochures look more like travel adventure materials than information for long term care facilities for frail and cognitively impaired seniors. Scenic mountain views and adobe style mansions with gourmet chefs and a schedule of daily activities is not what most of...
by Christine | Sep 24, 2015 | Uncategorized |
The estate sale has moved from a do-it-yourself enterprise into a big business. Seniors eager to empty their nests before their kids do it, as well as heirs who just don’t want to deal with the accumulations of a lifetime, are turning to estate sale professionals. But...
by Christine | Sep 11, 2015 | Uncategorized |
Estate taxes are seen by some as instruments of public policy, an attempt to fight economic inequality by diminishing the ability of wealthy families to aggregate vast amounts of wealth. Others see estate taxes as a “death tax” that penalizes those who are financially...
by Christine | Sep 8, 2015 | Uncategorized |
Talking with aging parents about their finances, their wishes, and the future, is never an easy conversation. When it became clear that her mother was starting to suffer from memory loss, Gwen started to speak with her mother about finances, accounts and final...
by Christine | Sep 7, 2015 | Uncategorized |
Owners who are personally and emotionally involved in their businesses, including farming operations, often consider what will happen to their businesses, farms and business assets when they are no longer involved. Planning for the disposition of a business is...
