by Christine | Jan 10, 2012 | Elder Law, Estate Planning, LIfe Insurance |
One billion dollars. That is the amount of money state regulators estimate is sitting on life insurers' books and owed as death benefits, some of it languishing there for decades. To make a broad but warranted generalization, life insurance companies generally...
by Christine | Jan 9, 2012 | Elder Law, Medi-Cal Long Term Care |
Along with the new beginnings that come along with a New Year, also come the new "numbers' for Long Term Care Medi-Cal Eligibility in California. Here is a brief outline regarding eligibility factors for ONLY the Medi-Cal Long Term Care Program....
by Christine | Jan 7, 2012 | Uncategorized |
The findings, the investigators pointed out, indicate that the key wealth creation vehicle is not the firm but the family Legacy companies – those incredible companies that have lasted for generations within a family, some 100 to 150 years, and continue to grow –...
by Christine | Jan 5, 2012 | Asset Protection, Estate Planning, Tax Planning |
The simple answers are usually painfully wrong, and the real art of asset protection is the exercise of considerable forethought as to how the structure will work under extreme duress, with creditors getting writs and orders so as to financially strangle the Debtor....
by Christine | Jan 5, 2012 | Asset Protection, Estate Planning, Tax Planning |
The simple answers are usually painfully wrong, and the real art of asset protection is the exercise of considerable forethought as to how the structure will work under extreme duress, with creditors getting writs and orders so as to financially strangle the Debtor....
by Christine | Jan 4, 2012 | Estate Planning, Estate Tax, Tax Planning |
A woman who dated her beau for 44 years and was on the verge of finally marrying him lost a case recently in New Jersey tax court that cost her beau’s estate $214,000 in state taxes. That’s money that would have otherwise gone to her and the man’s niece and nephew....
by Christine | Jan 4, 2012 | Estate Planning, Estate Tax, Tax Planning |
A woman who dated her beau for 44 years and was on the verge of finally marrying him lost a case recently in New Jersey tax court that cost her beau’s estate $214,000 in state taxes. That’s money that would have otherwise gone to her and the man’s niece and nephew....
by Christine | Jan 3, 2012 | Estate Planning |
Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. The Ball has dropped and that means another year is upon us. Likely, you’ve made some New Year’s Resolutions. Hopefully,...
by Christine | Jan 3, 2012 | Estate Planning |
Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. The Ball has dropped and that means another year is upon us. Likely, you’ve made some New Year’s Resolutions. Hopefully,...
by Christine | Jan 2, 2012 | Estate Planning |
Did you get any exciting gifts this holiday season? What’s not so exciting are the tax implications that may come with them. We often get questions about those implications this time of year so let’s take a look at some of the most common tax myths about gifts....
