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Does Anyone Know How the Affordable Care Act Will Affect Medicare in Torrance, CA?

by Christine | Jan 4, 2013 | Medicare | 0 comments

As pundits and politicians continue to discuss the deficit, misinformation and confusion about Medicare and the Affordable Care Act abound. All too often, facts seem to be drowned out by fiction. Several provisions of the Affordable Care Act (also known as...

The Perils of Joint Tenancy in Torrance, CA

by Christine | Jan 3, 2013 | Joint Tenancy | 0 comments

Eliminating the need for probate is a goal for many clients. Joint tenancy, a form of co-ownership, is one tool that can help achieve this goal. When one co-owner dies, his interest in the real property automatically passes to the surviving co-owner, thereby,...

The IRS’s Untimely Vacation From Issuing Tax Identification Numbers – Torrance, CA Estate Planning

by Christine | Jan 2, 2013 | Taxes, Trusts | 0 comments

Estate planners scurrying to set up trusts on behalf of wealthy clients and fund them with tax-free gifts before the end of the year hit a new snag this week. On the IRS website page where they would normally go to apply for a tax identification number for the trust,...

Keeping Up With The Joneses …By Comparing Retirement Savings?? / Torrance, CA Estate Planning

by Christine | Jan 1, 2013 | Retirement, Retirement Planning | 0 comments

Study results showed that nearly two-out-of-ten people already in retirement still want to “keep up with the Joneses” when it comes to their quality of life and financial independence. Competing with our peers is instinctive. If the neighbors have an expensive...

Next Entries »

Does Anyone Know How the Affordable Care Act Will Affect Medicare in Torrance, CA?

The Perils of Joint Tenancy in Torrance, CA

The IRS’s Untimely Vacation From Issuing Tax Identification Numbers – Torrance, CA Estate Planning

Keeping Up With The Joneses …By Comparing Retirement Savings?? / Torrance, CA Estate Planning

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