by Christine | Jul 29, 2011 | Elder Law, Estate Planning |
Rules such as Bank of America’s power of attorney policy are increasingly significant as the financial world increases its Web presence… Some people who thought they had covered all their bases and acted responsibly to care for loved ones in the event of a...
by Christine | Jul 28, 2011 | Elder Law |
When should you turn on the tap that gets your Social Security benefits flowing? When should you start taking your Social Security benefits? The current common advice is to wait as long as possible, in order to maximize your eventual monthly benefit. In fact, AARP...
by Christine | Jul 27, 2011 | Elder Law, Estate Planning, Retirement Planning |
Think your estate planning is done once you've gone to the trouble of making a will? Think again. All your hard work can be undone with a stroke of a pen when you open a bank, brokerage or retirement account. What is the quickest way to un-do an otherwise...
by Christine | Jul 26, 2011 | Elder Law, Tax Planning |
The biggest lesson may be that contracts, invoices, and good record-keeping are just as important in a family or related party setting as they are anywhere else. Sometimes the biggest mistakes are also the most mundane, and those can make for an awful headache for...
by Christine | Jul 25, 2011 | Elder Law, Estate Planning, Medi-Cal Long Term Care |
An Alzheimer’s diagnosis is a devastating blow, one that requires immediate action to ensure the financial resources built over a lifetime can sustain a person through this progressive and fatal disease. A diagnosis of Alzheimer’s disease can be devastating for...