by Christine | Jul 28, 2011 | Elder Law |
When should you turn on the tap that gets your Social Security benefits flowing? When should you start taking your Social Security benefits? The current common advice is to wait as long as possible, in order to maximize your eventual monthly benefit. In fact, AARP...
by Christine | Jul 27, 2011 | Elder Law, Estate Planning, Retirement Planning |
Think your estate planning is done once you've gone to the trouble of making a will? Think again. All your hard work can be undone with a stroke of a pen when you open a bank, brokerage or retirement account. What is the quickest way to un-do an otherwise...
by Christine | Jul 26, 2011 | Elder Law, Tax Planning |
The biggest lesson may be that contracts, invoices, and good record-keeping are just as important in a family or related party setting as they are anywhere else. Sometimes the biggest mistakes are also the most mundane, and those can make for an awful headache for...
by Christine | Jul 25, 2011 | Elder Law, Estate Planning, Medi-Cal Long Term Care |
An Alzheimer’s diagnosis is a devastating blow, one that requires immediate action to ensure the financial resources built over a lifetime can sustain a person through this progressive and fatal disease. A diagnosis of Alzheimer’s disease can be devastating for...
by Christine | Jul 23, 2011 | Estate Planning |
If you are a property owner, you should be well aware of the type of ownership you have and consult your estate planner regarding the best ways to protect your estate's rights to the full value of your property. Many people own property without truly understanding...
by Christine | Jul 13, 2011 | Estate Planning |
If you’re paying on a life insurance policy — or you’ve ever bought one — track it down and give your heirs complete information about it: Where the paperwork is, the policy number, the insurance company, the agent who sold it to you and all other relevant...
by Christine | Jul 12, 2011 | Elder Law, Medi-Cal Long Term Care |
A New York appeals court rules that because there was no written agreement providing for repayment of past financial assistance between a mother and a daughter when the mother transferred funds to the daughter, the transfer was for less than fair market value...
by Christine | Jul 11, 2011 | Estate Planning |
Most experts recommend creating a comprehensive folder of documents that family members can access in case of an emergency, so they aren't left scrambling to find and organize a hodgepodge of disparate bank accounts, insurance policies and brokerage accounts. The...
by Christine | Jul 8, 2011 | Elder Law, Estate Planning, Medi-Cal Long Term Care, Tax Planning |
The economy is starting to show some life in a number of sectors but, unfortunately for many, the housing market is not one of them. The good news for the crafty estate planner is that the poor housing market coupled with the tax laws that went into effect with last...
by Christine | Jul 7, 2011 | Elder Law, Medi-Cal Long Term Care |
The Center for Medicare Advocacy, Inc has a great article on its website entitled "Real Solutions To Save Medicare Dollars In Skilled Nursing Facilities." The article states "(f)or many years, advocates for nursing home residents have argued that when...
