by Christine | Sep 23, 2013 | Elder Care, Elder Law |
Nine out of 10 Americans say they want to grow old at home and keep living in their communities as long as possible, according to AARP. Eventually requiring some form of care is just a fact of aging. But proper planning in advance can give you more options if done...
by Christine | Sep 20, 2013 | Business Sale, Estate Planning, Retirement, Small Business |
Every year, I used to get together with a client who was a business owner, and every year I would ask him, “Bruce, have you told your guys that you want them to buy the business?” He had a plan that he would eventually sell his contracting business to his senior...
by Christine | Sep 19, 2013 | Business Succession Planning, Family Business, Small Business |
There any many reasons why patriarchs and matriarchs often have great difficulty letting go of the power and ownership of the family business. These may include (as with Queen Elizabeth) a fierce sense of duty, intense popularity, deep familiarity with the business, a...
by Christine | Sep 18, 2013 | Elder Law, Estate Law, Foreign Retirement, Retirement, Retirement Abroad |
A U.S. tax crackdown is coming for foreign retirement plans. While many retirees choose to spend their golden years close to home, others are opting to spend their retirement abroad in a foreign country. Unfortunately, a “foreign” retirement may attract troubling...
by Christine | Sep 17, 2013 | Uncategorized |
Take steps to ensure that the money you inherit will last and help you meet your major financial objectives. Inheritance planning involves several tough decisions for the "giver" in the equation. Who shall get an inheritance? How much should be given? Lots...
