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...