by Christine | Dec 23, 2011 | Current Affairs, Elder Law, Estate Planning |
If you’ve arranged for a caregiver to provide care for an aging, ailing relative, you might be overlooking tax breaks that could help cut costs. If you have had to arrange for a caregiver for an aging loved one, then you have some appreciation of the enormity of the...
by Christine | Dec 22, 2011 | Estate Planning |
If you're a parent with multiple heirs, here is a bit of advice from estate-planning professionals: Before making any decisions about who gets what, think carefully about the emotional legacy you want to leave behind. The inheritance you leave isn’t, in itself,...
by Christine | Dec 21, 2011 | Estate Planning |
Although several states allow same-sex couples to marry, they still face unique planning challenges Heads up, if you are an unmarried co-habitant (same-sex or opposite-sex)! Regardless whether you share a home, children, and assets you can be no more than...
by Christine | Dec 20, 2011 | Estate Planning |
70% of intergenerational wealth transfers fail, according to research conducted on over 3,250 families who transferred wealth. That is, inherited wealth is dissipated by the heirs at this stunningly high rate. It’s an international phenomenon. A new and...
by Christine | Dec 19, 2011 | Estate Planning |
Make estate planning part of your New Year’s resolutions. Time has almost expired for 2011. So, with the exception of a few last minute gifts and end-of-year financial transactions, that usually means relaxing with eggnog and, a bit later, champagne. Of course, it...