by Christine | Jul 6, 2011 | Estate Planning |
You will be better served to create a trust that rewards your adult children for achieving results than to use money to control every aspect of their lives. There is an old saying, quite true, that wealth is difficult to amass but easy to squander … especially by...
by Christine | Jul 6, 2011 | Elder Law |
The profit motive in hospice has become a greater concern as for-profits hospices have expanded. Hospice care can provide a great benefit to many families and their dying loved ones, and Medicare has been generally praised for its support through reimbursements to...
by Christine | Jul 1, 2011 | Estate Planning, Retirement Planning |
For retirees calling it quits from the 9-to-5 world, it might be worth considering another career move: landlord. In today’s economy, it seems that everything old is new again … albeit with a bit of a twist. Years ago, it was common for older couples – and frequently...
by Christine | Jun 30, 2011 | Estate Planning |
There’s no doubt that many Baby Boomers are planning for the future …but even the savviest among them may overlook one crucial element in their estate plan: a letter of final instruction. If you’re a member of the Baby Boomer generation, there’s a good chance you have...
by Christine | Jun 29, 2011 | Elder Law, Medi-Cal Long Term Care |
The new Patient Protection and Affordable Care Act aims to provide at-home alternatives to nursing home care. When the time comes, as does for most of us, that we need assistance in our daily living, the unfortunate fact is that too many of us end up in nursing homes...
by Christine | Jun 28, 2011 | Estate Planning, Tax Planning |
IRA owners turning 70 1/2 this year must comply with required minimum withdrawal rules — or pay a costly penalty. If you’re turning 70½ this year, get ready to start taking those mandatory annual payouts (your “required minimum distributions” or RMD’s) from your...
by Christine | Jun 27, 2011 | Probate |
So in the case of choosing an executor, who should get the job, what are the fees and what should you expect? There are a few things to consider when answering these questions. There are a number of decisions to be reached when planning for your estate and not least...
by Christine | Jun 27, 2011 | Conservatorships, Elder Law |
"Whether you live across the country or across town, if you're not the one primarily responsible for the care of someone with Alzheimer's or some other form of dementia, it's easy to feel helpless or be unsure how to help" is how...
by Christine | Jun 24, 2011 | Business Succession Planning |
Grants aren't for only nonprofits. Small businesses can sometimes get their hands on that money too—and get a big boost in the process. If you’re getting a new enterprise off the ground or trying to expand your small business, finding capital may be high on...
by Christine | Jun 23, 2011 | Special Needs Trusts |
I frequently am asked whether a Special Needs Trust can or should purchase a residence for the special needs trust beneficiary. I recently came across a great article in The Voice about this very topic written by Attorney Martha C. Brown (no relation) a...
