by Christine | Oct 27, 2011 | Estate Planning, Tax Planning |
A new IRS gift tax compliance initiative responds to suspicions of widespread failure to file gift tax returns. Surprise. It’s a big year for the IRS and they’ve been opening many new fronts in the drive to assert tax law compliance. One of the largest and most unique...
by Christine | Oct 26, 2011 | Estate Planning |
Life insurance really isn't as frightening or complex as it seems. It's actually a fantastically useful and flexible estate-planning tool that can provide income-tax-free security for your loved ones. It can also provide liquidity to pay estate taxes,...
by Christine | Oct 25, 2011 | Estate Planning |
America’s big charities expect fund raising to rise in 2011, but the increase won’t come close to making up ground they lost in the downturn. Have we bounced back from the Great Recession or are we still languishing (and due for another fall backwards)? This is a hot...
by Christine | Oct 24, 2011 | Elder Law, Long Term Care Insurance, Medi-Cal Long Term Care |
There is still the problem to solve about how we’ll care for our frail elderly in the years ahead, and it’s unclear what the path to a solution will be. After the shouting subsides, we’re still left with an inadequate, patchwork system for funding long-term care in...
by Christine | Oct 21, 2011 | Estate Planning |
The death of Steve Jobs has sparked conversation about the motivations and merits that surround anonymous giving. And for those who either eschew the spotlight or hold to a religious tradition that espouses anonymous donation, giving in secret sounds downright...
