by Christine | Jun 7, 2015 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
"The costliest errors are ones we make ourselves, often without realizing how much damage we're doing." "Estate planning is intertwined with the financial plan," a newsmax.com article explained, and it’s no secret that many individuals fail to...
by Christine | Jun 5, 2015 | Asset Protection, Estate Planning, Estates, Trusts |
Actually the trusts are Crummey trusts named after one D. Clifford Crummey who won a decision in the Ninth Circuit in 1968, when I was just a high school lad. Israel and Erna Mikel were just in Tax Court showing how powerful the Crummey power can be as they...
by Christine | Jun 4, 2015 | Elder Law, End of Life Decisions, Estate Planning, Long Term Care |
At Hospice of Anchorage, end of life planning is what clinical director Alison O'Donnell encourages. Having advanced directives, or a living will, and a power of attorney in place is a gift to family, she said. Folks all over the country are starting to think...
by Christine | Jun 3, 2015 | Annuity, Asset Protection, Estate Planning, Estate Tax, Estates, Living Trust, Medicare, Probate, Trusts, Wills |
Here are a few of the most common mistakes we’ve seen seniors make in regards to their retirement planning. Sometimes knowing what NOT to do is just as important as knowing what to do. So it is with retirement planning. Physician’s Money Digest lists some of the most...
by Christine | Jun 2, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Estates, LIfe Insurance, Living Trust, Probate, Tax Planning, Trusts, Wills |
"If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement," says Carol Kroch, managing director, wealth and philanthropic planning at Wilmington Trust in Wilmington, Del. "Can they do the things they want to do?...
