by Christine | Jul 11, 2013 | Uncategorized |
In 2012, I earned only $25,000, but I have $300,000 in stocks. I have individual health insurance. Will I be ineligible for a subsidy beginning in January because I am presently insured, or because I have large assets? If you have not heard, there still are many...
by Christine | Jul 10, 2013 | Digital Estate Planning, Estate Planning |
A number of services can help with digital estate planning by designating password recipients or deleting accounts or files when you die. But communication and privacy laws have yet to catch up with technology. Planning for digital assets is becoming more and more...
by Christine | Jul 9, 2013 | Estate Law, Estate Planning, Trusts |
When Juliann Reynolds' husband died of cancer in 1992, she had to decide how to plan her own estate … Reynolds is one of a growing number of parents who are requiring their heirs to wait until they are older before they can collect their inheritances. When...
by Christine | Jul 8, 2013 | Uncategorized |
There is a lot of research to inform us that as an aging parent develops dementia, their financial decision-making capacity erodes early on. At the same time, a parent can be quite appropriate socially and appear “fine”. A case at AgingParents.com involved a...
by Christine | Jul 5, 2013 | Uncategorized |
Despite slow economic growth of 1.8% and a high unemployment rate of 9%, there were signs of optimism in the economy that helped to boost donations. Amazingly, despite tough economic times in 2012, Americans actually increased their charitable giving. Since charity is...
by Christine | Jul 4, 2013 | Estate Planning, Family Planning, Succession Planning |
If you run a family business, you probably already know research indicates family-owned businesses tend to have better long-term financial performance than their counterparts that aren’t run by blood relations. And you’re probably well aware infighting among family...
by Christine | Jul 3, 2013 | Estate Planning, Trusts |
Americans were once trust-happy. Now many are having second thoughts, and rightly so. How irrevocable is the so-called irrevocable trust? Well, many people are ready to find out as they consider changes to their trusts now that ATRA 2012 is in the mix. Forbes recently...
by Christine | Jul 2, 2013 | Estate Law, Estate Planning, Gift, Gift Tax |
It’s a great idea to try to make a difference for your child while you’re here to see the process unfold – it could be one of your most gratifying life moments. Just take your time, think through your approach carefully and don’t do it alone. When you plan for your...
by Christine | Jul 1, 2013 | Estate Planning, Same Sex Estate Planning, Same Sex Marriage |
The ruling makes clear that married gay couples living in states that recognize their unions will immediately gain access to more than 1,000 federal benefits, like Social Security and family leave rights. Less certain is how couples living in the remaining 37 states...
by Christine | Jun 28, 2013 | Elder Law, Estate Planning, Long Term Care Insurance, Medi-Cal Long Term Care |
In our society women tend to live longer than men and to provide more care than men. The result is that women are much more likely than men to end up in a nursing home for a long period of time. If you are playing the odds when it comes to long-term care insurance,...
