by Christine | Oct 11, 2011 | Estate Planning, Retirement Planning, Tax Planning |
The Center on Philanthropy at Indiana University launched a free searchable database… the Million Dollar List, that captures 61,461 publicly-announced charitable gifts of $1 million or more made since 2000. In addition to a spirit of charity, information about the...
by Christine | Oct 10, 2011 | Elder Law |
Nearly two-thirds of seniors don't know that the Medicare enrollment period is early this year, a survey shows, and that could cost them. It’s Medicare season once again, but it’s early this time. Unfortunately, many seniors just haven’t gotten the message....
by Christine | Oct 6, 2011 | Estate Planning |
“Taxes are a heavy component of estate planning, but it is important to be alert for other issues.” Proper estate planning for your assets depends, in large part, on what those assets are. Common assets in an estate include the obvious, such as real...
by Christine | Oct 5, 2011 | Elder Law |
Government health benefits for some 9 million of the sickest and poorest U.S. citizens will come under scrutiny from the congressional "super committee" seeking to cut the nation's debt. Are you or an elderly loved one receiving benefits from Medicare or...
by Christine | Oct 4, 2011 | Conservatorships, Elder Law |
Antipsychotics are meant primarily to help control hallucinations, delusions and other abnormal behavior in people suffering from schizophrenia and bipolar disorder, but they're also given to hundreds of thousands of elderly nursing home patients in the U.S. to...
by Christine | Oct 3, 2011 | Estate Planning |
Parents need to develop a plan that monitors their prodigal sons and daughters while respecting their independence and giving them room to mature. It's a delicate balance, but parents who employ innovative financial training, carefully chosen trustees and cleverly...
by Christine | Sep 29, 2011 | Estate Planning, Retirement Planning, Tax Planning |
How does a retiree replace the interest income from a certificate of deposit paying more than 5% when the rate on a new CD is 1.3%? One solution: Donating the principal to a nonprofit in the form of a "charitable gift annuity" in exchange for lifetime fixed...
by Christine | Sep 28, 2011 | Elder Law, Estate Planning, Medi-Cal Long Term Care |
Living with Alzheimer’s disease is very difficult for the individuals affected and their loved ones. But by dedicating some time early on in the diagnosis and fighting for the cause during World Alzheimer’s Month and beyond, a family can know they have done everything...
by Christine | Sep 27, 2011 | Elder Law |
Sometimes you travel because you want to, sometimes because you need to. Whatever the reason, planning a trip can be logistical nightmare for caregivers. Being responsible for an elderly loved one can mean adopting a rather rigid schedule and lifestyle, especially if...
by Christine | Sep 26, 2011 | Probate |
Being asked by friends or family to be executor of an estate is a big honor, but the warm feelings can vanish once the job starts. Choosing an executor can be a difficult task, and in no small part this is because it means finding someone you trust to do as you would...
