by Christine | Mar 14, 2014 | Business Sale, ESOP, Estate Plan, Small Business, Succession Planning |
The 1974 ESOP law and later amendments were designed to encourage employee ownership. Company founders who initially sell just part of their stake and stay on as CEO say the best news comes after the deal: employees start to act more like owners. Ideas formerly kept...
by Christine | Mar 13, 2014 | Estate Planning, Family Business, Wealth Transfer |
As for the last conspiracy theory – elite families passing their wealth from generation to generation – evidence suggests that it is the exception rather than the rule. If you were able to create some wealth through the family business, how do you keep it going in...
by Christine | Mar 12, 2014 | Elder Care, Elder Law, Long Term Care Insurance |
Michael Pirron called John Hancock to ask about the care options covered by his parents’ insurance.“Their answer was, essentially, ‘What policy?’” he said. The policies had lapsed eight months earlier, and it was too late to send in the past due amount and get them...
by Christine | Mar 11, 2014 | Estate Planning |
This week, I had the pleasure of writing an article for "The Caregiver's Voice" website regarding how to talk to your parents about estate planning. Here is the link to the article hope you find it interesting, and most importantly, useful....
by Christine | Mar 11, 2014 | Elder Law, Medi-Cal Long Term Care, Medicaid |
… This is government insurance for people who have very little money that covers, among other things, the cost of home care and nursing home care when a recipient can no longer care for himself. What is Medicaid? It is called Medi-Cal in California (and only in...
