by Christine | Jan 17, 2013 | ATRA, Elder Law, Fiscal Cliff, Long Term Care |
At first glance, the budget agreement includes an important trade-off — the creation of a national long term care commission …Yet, there are elements in the measure creating this panel that are very troublesome. Congress has averted the “fiscal cliff” for...
by Christine | Jan 16, 2013 | Disinheritance, Joint Tenancy |
Elderly parents regularly set up bank accounts — checking, savings, certificates of deposit — in joint tenancy with a child …Running around in the background here is a belief that the terms of a will are going to take priority over a joint tenancy designation in...
by Christine | Jan 15, 2013 | Estate Planning, Trustee, Trusts |
I suspect that trustees are most often comfortable with a prevention-focused mindset. Here’s my take: Our ability to recognize and deliberately change our mindset just might be a game-changer. For all the laws and expectations put upon trust officers, it’s important...
by Christine | Jan 14, 2013 | Charitable Giving, Fiscal Cliff |
America’s billionaires gave less in 2012 than in 2011, a new Chronicle tally shows. A new year of giving has begun, but many are curious about the sum from wealthy donors for 2012. The numbers are starting to come in — how did last year compare to 2011?...
by Christine | Jan 11, 2013 | Capital Gains, Estate Tax, Fiscal Cliff |
They didn't get what they wanted …. But they got what they needed. Is it true that for a real compromise to take place, everyone has to walk away a bit unhappy? If so, then the American Taxpayer Relief Act passed by Congress was the truest of compromises. While no...
