by Christine | Nov 22, 2011 | Estate Planning, Tax Planning |
If you’re in the fortunate position of deciding where to leave your millions or billions (or even if you are not), take some advice from billionaire Warren Buffett’s son, Peter: Don’t spoil them. It doesn’t take an experienced estate planner to say so, but “money is...
by Christine | Nov 22, 2011 | Estate Planning, Tax Planning |
If you’re in the fortunate position of deciding where to leave your millions or billions (or even if you are not), take some advice from billionaire Warren Buffett’s son, Peter: Don’t spoil them. It doesn’t take an experienced estate planner to say so, but “money is...
by Christine | Nov 21, 2011 | Estate Planning |
"You often just don't know what you're going to end up with if you donate" to smaller charities, says Ken Berger, president and chief executive officer at charity evaluator Charity Navigator. You may not know "whether or not [the charity] is...
by Christine | Nov 18, 2011 | Business Succession Planning, Estate Planning, Tax Planning |
As the end of the year approaches, small business owners need to meet with accountants or tax preparers to review tax-planning strategies. “Every accountant is going to be sitting with their entrepreneur clients in the next few weeks to see what they can do, both on...
by Christine | Nov 17, 2011 | Elder Law, Medi-Cal Long Term Care |
A Wisconsin appeals court rules that a Medicaid applicant who transferred funds to her children, who then put them in an irrevocable trust for her benefit, is ineligible for Medicaid because the trust is an available asset under state law, even though the transfer...
