by Christine | May 30, 2014 | Estate Law, Individual Retirement Accounts (IRA), Inherited IRAs, Trustee, Trusts |
Worried about your adult children blowing through their inheritance? Two strategies can help holders of individual retirement accounts curb an heir’s impulse to “cash out.” You may have many assets to leave behind for your heirs. However, an IRA is unique enough to be...
by Christine | May 26, 2014 | Charitable Giving, Philanthropy |
Picking the right charity can be so complicated that it makes picking stocks look easy. When you give to charity, do you ever wonder if your donation is really going where it's supposed to? Or if your gift is doing the work you intended? If you are wrestling with...
by Christine | May 23, 2014 | Elder Care, Elder Law, Medicare |
Medicare has published new rules spelling out the changes, and an education campaign aimed at healthcare providers began in January. But many healthcare providers haven't grasped it, either. As you may know, Medicare has recently undergone a big change affecting...
by Christine | May 22, 2014 | Elder Law, Estate Planning |
“Young people may be eager to marry for love, but older couples are more practical and worry about paying the bills,” says Pepper Schwartz, professor of sociology at the University of Washington. These days, more and more Americans are meeting new loves or (finally)...
by Christine | May 21, 2014 | Estate Planning |
Remember that any mistakes in your estate plan will live long after you. Follow these rules and you’ll end up with an estate plan that works well for you and your heirs. Planning for the estate is really an ongoing activity. Accordingly, estate planning is not a...
