by Christine | Apr 4, 2012 | Estate Planning, Trusts |
[This] unusual clash highlights the risks for customers when financial companies get in trouble or change hands. That is so even in the lush world of trust banks, well known for their stability. Trusts are amazing tools, but they also can be finicky things....
by Christine | Apr 3, 2012 | Estate Planning, Inheritance |
The death of a parent often shifts the family dynamic, making issues arise that appear to be based on current events but in fact are perceived slights that occurred years ago and are now playing out as the parents’ estate is doled out. Families are complex. While...
by Christine | Apr 2, 2012 | Elder Care, Elder Law |
People without much family simply plan the best they can, setting up advance directives and crossing their fingers, hoping they can afford paid care when they need it. Ms. Cotter has taken her preparations a step further, however. When she consulted [with her elder...
by Christine | Mar 30, 2012 | Charitable Giving, IRS, Tax Exempt |
The IRS announced that taxpayers can find information about tax-exempt organizations in a new online search tool called Exempt Organizations Select Check If charitable giving is important to you, you may want to do some investigating to ensure that the charities you...
by Christine | Mar 29, 2012 | Estate Planning, Pet Trust, Trusts |
A pet trust, which ensures care for the horse if the owner gets sick or dies, is often the best way to ensure the horse’s care. Trusts can be remarkably powerful tools to provide for all members of the family, especially the ones most in need of care. This includes...
