by Christine | Jul 24, 2012 | Estate Planning, LIfe Insurance, Military |
Members of the armed forces about to be deployed have a lot on their minds, but one thing on the checklist needs to be making sure their legal and financial affairs are in order. With a little planning, servicemen and women deployed overseas can serve their...
by Christine | Jul 23, 2012 | Estate Planning |
Estate planning tends to focus on minimizing taxes, especially for high-net-worth individuals, but personal problems may be more pressing for some clients. For such people, the success of the planning process hinges more on dealing with their issues than with their...
by Christine | Jul 20, 2012 | Forgiven Loan, Gift Tax |
In today's tough economy, you may decide to loan money to a cash-strapped family member. While this may be a noble cause, please take my advice and make the loan the tax-smart way. Sometimes ensuring that a loved one has the assets they need – for a project or...
by Christine | Jul 19, 2012 | Elder Care, Elder Law |
Every day, Bureau of Labor Statistics interviewers ask Americans to detail how they spent the previous 24 hours, how many minutes and hours they devoted to everything from shopping to child care to phone calls. The results, culled from 12,500 respondents, make up the...
by Christine | Jul 18, 2012 | Disinheritance, Estate Law, Estate Planning, Same Sex Estate Planning, Tort |
In Beckwith v. Dahl (May 3, 2012), the California Court of Appeal, Fourth Appellate District, joined the majority of states in recognizing the tort of intentional interference with expected inheritance (IIEI). In the darker and more unfortunate corners of estate law,...
