by Christine | Aug 17, 2011 | Estate Planning, Retirement Planning |
If there’s any lesson to be learned from the recent debacle in Washington, D.C., it’s this: Don’t run your personal finances the way the U.S. government does. “Don’t live beyond your means, and don’t increase your debt levels, especially when heading into retirement,”...
by Christine | Aug 15, 2011 | Medi-Cal Long Term Care |
A California appeals court holds that a woman who purchased an endowment life insurance contract that repaid her premium and dividends during her lifetime and did not pay a death benefit is not entitled to Medi-Cal because the contract is not a life insurance policy....
by Christine | Aug 15, 2011 | Estate Planning, Women & the Law |
Still, for all we [women] have achieved — with our careers, managing our finances, sharing child rearing and other household responsibilities — we’re not as savvy about estate planning as we ought to be. Estate planning is the personal responsibility of every adult...
by Christine | Aug 12, 2011 | Elder Law, Medi-Cal Long Term Care |
I recently read an article entitled "Hospice Improves Care For Dementia Patients and Their Families" at www.eurekalert.org stating that hospice services substantially improved the provision of care and support for nursing home patients dying of...
by Christine | Aug 11, 2011 | Tax Planning |
Some estate planners have suggested that portability makes it unnecessary to continue to draft estate plans that include credit shelter trusts. This reported demise of the credit trust reminds me of Mark Twain’s famous observation, after his obituary had been...
