by Christine | Feb 3, 2012 | Asset Protection |
Many people faced with mounting pressure from creditors are unaware of how to protect their assets, and very often it is too late once they are already in financial trouble. It’s unclear how long this economic slump will last. One thing is certain, however, it’s not...
by Christine | Feb 2, 2012 | Charitable Giving, Estate Planning |
“If you’re wealthy, you set up your own private foundation. You get a deduction now, but you don’t have to give it all away right away. You can do it in a much more leisurely way.” It’s hard to comment on the recent outpouring of information about presidential hopeful...
by Christine | Feb 1, 2012 | Business Succession Planning, Retirement Planning |
Retirement plans have their place, but many entrepreneurs starve their business of needed working capital by putting money instead into tax-deductible accounts such as traditional 401(k)s. They think they are saving taxes. Small business owners, by and...
by Christine | Jan 31, 2012 | Elder Law, Medicare |
Most seniors on Medicare will pay $99.90 per month this year for Part B outpatient coverage. But how would you like to pay 10 percent more for that coverage, or 50 percent more? As many readers will know, it’s fairly critical to understand the rules for filing for...
by Christine | Jan 30, 2012 | Advanced Health Care Directive, Conservatorships, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Guardianships, Trusts |
I am often asked "When do I need to amend or revise my estate planning documents?" I recommend that if any of the following events occur, you should review the potential effect of such event on your estate planning documents, your plan of disposition, and...
