by Christine | Oct 16, 2015 | Estate Tax |
The estate tax, enacted 100 years ago on September 8, 1915, when revenue was needed to fight a war, is a polarizing tax with enemies and friends on both sides of a big divide. One would think that any tax or law that makes it to the hundred year mark must be a good...
by Christine | Oct 15, 2015 | Wills |
The European Union has put into effect new rules on inheritance laws that allow people to select which country’s laws they want to have applied to their wills. Americans who own property in the EU that they wish to pass on through their estate need to prepare for this...
by Christine | Oct 14, 2015 | Uncategorized |
The brochures look more like travel adventure materials than information for long term care facilities for frail and cognitively impaired seniors. Scenic mountain views and adobe style mansions with gourmet chefs and a schedule of daily activities is not what most of...
by Christine | Oct 13, 2015 | Dementia, Estate Planning |
When a loved one has Alzheimer’s, advanced planning for legal and financial matters becomes even more important than in day-to-day estate planning. Ideally, planning well in advance, before the disease has taken a toll on the person’s cognitive abilities, may give...
by Christine | Oct 13, 2015 | Elder Law, Estate Planning, Medi-Cal, Medi-Cal Long Term Care |
Let’s clarify the difference between estate planning and elder law. Estate planning focuses mainly on transferring assets after death, and elder law addresses issues about caring for someone who needs, or may need, long term care. In many circumstances, these two...
