by Christine | Jun 10, 2013 | ESOP, Estate Planning, Exit Strategy, Family Business, Small Business |
Dawn Huston, 31, started working at Dansko 11 years ago, sorting shoes for delivery. Now a warehouse processor, she said the idea of owning a piece of the company made her nervous at first—though she wasn’t worried about her retirement savings, since the company...
by Christine | Jun 7, 2013 | Uncategorized |
By 2007, as the real estate markets were starting to sink, Donald and one of his business partners, Robert Terhune (Robert), began to worry about certain of their real estate projects and their commitments to each other. When Robert threatened to set up an asset...
by Christine | Jun 6, 2013 | Estate Planning, Trusts, Wills |
Circumstances change over the course of a lifetime—and your documents need to keep pace. Grandchildren enter the picture, as do second spouses and sons-in-law. Estate and gift tax exclusion limits move up and down. When you create your estate plan, it is important...
by Christine | Jun 5, 2013 | DNR, Elder Law, End of Life Decisions, Medical Directives, Wills |
Would family members be more likely to consent to or decline CPR depending on whether the medical order was "do not resuscitate" versus "allow natural death"? What’s in a word? When it comes to making specific plans for your end-of-life health care...
by Christine | Jun 4, 2013 | Estate Law, Estate Planning, Family Planning |
Unfortunately, estate planning can cause family feuds over inheritance, often leading to litigation that can become lengthy and costly with no clear winner. From our experience, family litigation occurs not from a lack of trying to solve the issue, but from a lack of...
by Christine | Jun 3, 2013 | Autism, Cerebral Palsy, Down's Syndrome, Elder Law, Limited Conservatorships, Special Needs Children, Special Needs Planning |
I meet alot of parents of disabled children, who are faced with the question "Do I need a limited conservatorship for my child when he/she reaches the age of 18?" When a child reaches the age of 18, by law, without regard for a child's mental and...
by Christine | May 31, 2013 | Elder Care, Elder Law, Medi-Cal Long Term Care, Medicaid, Medicare |
Promissory notes can be a valuable tool in Medicaid planning, as illustrated by a recent federal district court case. When it comes to ensuring proper care for your elderly loved ones, Medicaid (called "Medi-Cal in California) can mean a world of difference …...
by Christine | May 30, 2013 | Annuity, Elder Law, Estate Law, LIfe Insurance, Retirement |
"Often times these products are sold based on the moment in time," said Richard Coppa, managing director of Wealth Health, a financial advisory firm. "A couple of years ago, they were sold on guaranteed returns of 6 or 7 percent because people were so...
by Christine | May 29, 2013 | Elder Law, Estate Planning |
People are calling "family meetings" nowadays not only to deal with their parents' health issues but increasingly to sort out their finances as well. No communication is bad communication. So regardless of how hard certain "talks" can be, there...
by Christine | May 28, 2013 | Estate Law, Estate Planning |
This post concerns potential estate tax saving from establishing a separate revocable trust for each spouse and dividing the marital estate between the two trusts. What is a "unified credit" and how does it affect your estate plans? Forbes recently shed some...
