by Christine | Sep 23, 2011 | Estate Planning, Tax Planning |
The Obama jobs bill…creates a new battle between the charity world and government. There’s a lot of commotion surrounding President Obama’s jobs bill, and for good reason, but not all of it is positive. Small businesses, for one, are lukewarm since their concern is...
by Christine | Sep 22, 2011 | Probate, Tax Planning |
If you’re an executor for someone who died in 2010, mark your calendar for January 17, 2012. That’s the new date by which you must now file a key federal tax form. If your last name is “Steinbrenner,” or you also are the heir to the estate of a decedent who passed in...
by Christine | Sep 21, 2011 | Estate Planning, Tax Planning |
As the amount of money stashed in 401(k)s and individual retirement accounts has grown, more and more families are finding themselves locked in battles over who has rights to the assets. Even with the many concerns over retirement accounts in America, it’s undeniable...
by Christine | Sep 21, 2011 | Estate Planning, Tax Planning |
As the amount of money stashed in 401(k)s and individual retirement accounts has grown, more and more families are finding themselves locked in battles over who has rights to the assets. Even with the many concerns over retirement accounts in America, it’s undeniable...
by Christine | Sep 20, 2011 | Estate Planning |
One of the most common estate planning mistakes that people make is joint ownership. Estate planning can be daunting. Once you get past the fact that your very mortality (and morbidity) is the triggering event, estate planning means taking stock of all you own and,...
by Christine | Sep 19, 2011 | Elder Law |
Care transitions — those times when someone enters a hospital, transfers from one department to another, gets discharged to a rehabilitation center or goes home — are risky times. Moving between hospitals or into rehabilitation and other care centers can be a...
by Christine | Sep 19, 2011 | Conservatorships, Elder Law, Medi-Cal Long Term Care |
What an easy way to take part in World Alzheimer’s Month – just wear a purple shirt, tie, dress or socks. You can also raise awareness of this global epidemic by participating in these activities: Turn Facebook Purple Download our...
by Christine | Sep 16, 2011 | Estate Planning |
If you enjoyed that last summer outing to your vacation home this past Labor Day weekend, it's a good time to start thinking about creating a succession plan for the property. A detailed plan will make the transfer of ownership easier and establishes rules to will...
by Christine | Sep 15, 2011 | Elder Law, Estate Planning, Tax Planning |
You can reverse a 2010 Roth conversion. Then it's like the conversion never happened, which means the inflated conversion tax bill disappears. Are you still reeling? August was a tumultuous money month (to say the least), but at least we can breathe a sigh of...
by Christine | Sep 14, 2011 | Elder Law |
Medicare Advantage plans can save older Americans money, but difficulty choosing among the many available plans often prevents them from realizing substantial cost-savings. Did you know Medicare’s annual election period is just around the corner, October 15 through...
