by Christine | Jan 9, 2015 | Asset Protection, Estate Plan, Estates, Gun Trusts, Inheritance, Probate, Trusts, Wills |
By putting ownership in trust and designating a knowledgeable person to oversee an individual’s firearms, the chance of such issues arising is minimized. Plus, paperwork requirements for transferring guns are streamlined and the trust prevents information about a...
by Christine | Jan 8, 2015 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Where there’s a will, there’s a way—and sometimes an ugly family feud. Families are consumed with grief when a loved one dies, but unfortunately certain legal and organizational tasks that arise can’t be ignored or put off for long. But you can ease the burden on your...
by Christine | Jan 7, 2015 | Asset Protection, Estate Plan, Estate Tax, Inheritance, Probate, Tax Planning, Trusts, Wills |
Recently, I outlined a basic estate plan for a couple with children. Now, a reader in California asks: “What about marrieds without kids?” Married without children? What essential estate planning tasks should you focus on? The Wall Street Journal says, in...
by Christine | Jan 6, 2015 | Asset Protection, Elder Law, Medi-Cal, Medi-Cal Long Term Care, Medicaid |
Medi-Cal law provides the spouses of Medi-Cal applicants (usually called the "community spouse" or "well spouse") with a “community spouse resource allowance” (CSRA) to make sure the community spouse has the assets needed to continue to live in the...
by Christine | Jan 6, 2015 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, LIfe Insurance, Living Trust, Probate, Tax Planning, Trusts, Wills |
“Regardless of how much wealth you have,” says Gregory Popera, a private wealth adviser with Bank of America Merrill Lynch, “having some type of estate plan and financial power of attorney are sort of the financial building blocks to make sure your assets go...
