by Christine | May 28, 2011 | Estate Planning |
Link: http://blogs.forbes.com/stuartrobertson/2011/05/18/say-hello-to-the-roth-iras-big-brother-the-roth-401k/ From Forbes.com (May 18, 2011) “Say Hello to the Roth IRA’s Big Brother – the Roth 401(k)” The 401(k) version of the Roth is bigger and stronger in...
by Christine | May 27, 2011 | Estate Planning |
Link: http://www.smartmoney.com/retirement/planning/realestate-nightmare-looms-for-retirees-1305648626178/ From Robert Powell via SmartMoney (May 17, 2010) “For Retirees, a Real Estate Nightmare Looms” With home prices falling for nearly five years, many...
by Christine | May 26, 2011 | Elder Law |
Link: http://www.marketwatch.com/story/five-tips-on-caring-for-elderly-loved-ones-2011-05-12?pagenumber=1 From MarketWatch (May 12, 2011) “Five tips on caring for elderly loved ones” Although most clients want to pass on their assets to family and friends, some...
by Christine | May 25, 2011 | Estate Planning |
Link: http://blogs.forbes.com/billsinger/2011/05/17/estate-wife-ira-divorce/ From Forbes.com (May 17, 2011) “Estate Sues Over Lawyer’s Designation of Ex-Wife as IRA Beneficiary “For whatever reason, Trowbridge never deleted the ex-wife as the named...
by Christine | May 25, 2011 | Uncategorized |
I just came across this great and informative article about special needs parents' need to plan for their child's future financial needs. Click here . . . Torrance Special Needs Planning article. Be sure to visit my site for information on...
by Christine | May 23, 2011 | Uncategorized |
Link: http://blogs.forbes.com/advisor/2011/04/25/who-will-make-your-investment-decisions-when-you-cant/ From Forbes.com (April 25, 2011) “Who Will Make Your Investment Decisions When You Can’t?” "Among the many things that are important to deal with regarding...
by Christine | May 23, 2011 | Uncategorized |
Link: http://blogs.forbes.com/advisor/2011/04/25/who-will-make-your-investment-decisions-when-you-cant/ From Forbes.com (April 25, 2011) “Who Will Make Your Investment Decisions When You Can’t?” "Among the many things that are important to deal with regarding...
by Christine | May 22, 2011 | Elder Law |
Link: http://newoldage.blogs.nytimes.com/2011/04/25/lawsuits-dont-lead-to-better-nursing-home-care/ From The New York Times Online (April 25, 2011) “Lawsuits Don’t Lead to Better Nursing Home Care” We tend to think of a lawsuit as a kind of slingshot allowing the...
by Christine | May 22, 2011 | Elder Law |
Link: http://newoldage.blogs.nytimes.com/2011/04/25/lawsuits-dont-lead-to-better-nursing-home-care/ From The New York Times Online (April 25, 2011) “Lawsuits Don’t Lead to Better Nursing Home Care” We tend to think of a lawsuit as a kind of slingshot allowing the...
by Christine | May 21, 2011 | Estate Planning |
Link: http://www.ustrust.com/ust/Pages/Insights-on-Wealth-and-Worth.aspx From US TRUST (April 19, 2011) “US Trust Insights on Wealth and Worth” “We have found a significant dichotomy between clients we talk with, who tell us that intergenerational wealth transfer is...
