by Christine | Apr 23, 2012 | Estate Law, Estate Planning, Married Couple |
How married couples and domestic partners structure their estate plans can make the difference between whether a family stays connected or gets blown apart after the first spouse or partner passes away. Things can be even more complicated and volatile in blended...
by Christine | Apr 20, 2012 | Family Business, Succession Planning |
Despite the particular challenges of running a family business, the successful ones recognize that their longevity depends on keeping customers, employees and shareholders happy. “We don’t like the idea of family business,” Andrew Cornell said. “We like the idea of...
by Christine | Apr 19, 2012 | Annuity, Charitable Giving, Gift, Gift Annuity |
More people are seeking investment income from an unlikely source: their favorite nonprofits. Why "gift annuities" are on the rise. In charity, as in all matters, the greatest gifts are the ones that keep on giving. This is especially true when the gift...
by Christine | Apr 18, 2012 | IRS, Offers In Compromise |
So many taxpayers are trying to make deals with the Internal Revenue Service to settle tax bills that the IRS is facing inventory backlogs and processing delays, leaving taxpayers unsure if or when their tax liabilities will be resolved. In honor of federal “Tax Day,”...
by Christine | Apr 17, 2012 | Elder Law, Healthcare, Marriage, Medi-Cal Long Term Care, Medicaid, Medicare |
There’s another layer of rules for families in which the person hoping to get government help paying for long-term care has a spouse who is still living independently. States are treating such “well” spouses in dramatically different ways. Marriage is a unique...
