by Christine | Sep 2, 2011 | Estate Planning, Special Needs Trusts |
Even the best laid plans can face unexpected bumps. So what happens when a trustee or beneficiary needs to alter the language of an irrevocable trust and can’t turn to the settlor for help because he or she may now be deceased? The answer is a legal proceeding known...
by Christine | Sep 1, 2011 | Estate Planning, Retirement Planning, Tax Planning |
Inheriting something is not the same as knowing what to do with it, and that may be especially true with retirement accounts. As a bit of guidance I found a recent article from Forbes offering seven steps to take if you have recently received an inheritance, or if you...
by Christine | Aug 31, 2011 | Elder Law |
In the fourth year of a depressed real estate market, experts say thousands of seniors remain unable to move into senior housing because they can’t sell their homes quickly enough or for the price they need. After four years or so the housing market is still idling at...
by Christine | Aug 26, 2011 | Business Succession Planning |
The point of long-term disability insurance is to replace your income if you’re disabled and unable to work for an extended period of time — maybe a few years or maybe until you qualify for retirement benefits at age 65. If you’re self-employed, then likely you know...
by Christine | Aug 25, 2011 | Estate Planning, Tax Planning |
Wealthy individuals in the U.S. will find it easier to cut their estate-tax bill as a result of a provision for using their deceased spouses’ exemption credit. Much ado has been made about the new power in estate planning known as “portability,” and for good reason....
