by Christine | May 11, 2015 | Elder Abuse, Elder Care, Elder Law |
The elder abuse resource prosecutor would be in the Oregon Department of Justice's Criminal Justice Division. The person named to the proposed position would be the third full-time resource prosecutor in the state, alongside those for domestic violence and driving...
by Christine | May 8, 2015 | Estate Planning, Estate Tax, Living Trust |
Sixteen states and the District of Columbia levy an estate tax with some taking a bigger piece of your estate than others. For this reason, it is critical to understand which states are going to take more out of your beneficiaries pocket when you die. So which states...
by Christine | May 7, 2015 | Asset Protection, Elder Law, Estate Planning, Inheritance, Living Trust, Probate, Tax Planning, Wills |
Few people get excited about doing estate planning, even though they might recognize the importance of leaving a legacy for their children and grandchildren. If you want to be smart about making gifts to your loved ones, though, there are some things you should...
by Christine | May 6, 2015 | Asset Protection, Elder Law, Estate Planning, Long Term Care, Retirement Planning |
We understand people are living longer and many live into their 90s. More than 25 per cent of seniors living at home receive help with day-to-day living activities. Ten per cent of seniors older than age of 80 live in a long-term care facility. Have you made prudent...
by Christine | May 5, 2015 | Asset Protection, Estate Planning, Estates, Guardianships, Probate, Wills |
Without a formal direction, your wishes must be interpreted and your estate must be settled by a probate court judge. The process is expensive and encourages disputes. But divvying up wealth is whole lot easier than handing your children off to the state to determine...
by Christine | May 4, 2015 | Asset Protection, Assets, Elder Law, Estate Planning, Estates, Living Trust, Probate, Trustee, Wills |
If a Loved One or you have an estate plan, or even part of one, then some team members already are on board via the planning process and likely are actively serving or are nominated in the documents. They can have roles in the testamentary will, trusts, business...
by Christine | May 1, 2015 | Asset Protection, Elder Law, Estate Plan, Estate Planning, Estate Tax, Estates, Financial Planning, Individual Retirement Accounts (IRA), Living Trust, Trusts, Wills |
Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan. Those two choices are the Simplified Employee Pension (SEP) plan and the individual retirement arrangement (IRA). A recent...
by Christine | Apr 30, 2015 | Assets, Elder Law, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
Trusts are private—the only reason Smith's gesture went public is because players put photos of the letters and checks on social media. "I don't think he would have wanted to draw attention to himself," says the trustee of Smith's trust, Tim...
by Christine | Apr 29, 2015 | Asset Protection, Assets, Elder Law, Estate Planning, Estate Tax, Individual Retirement Accounts (IRA), Living Trust, Probate, Trusts, Wills |
An IRA Trust can be a very valuable tool in certain circumstances. Unfortunately though, many people are unaware of the IRA trust and its benefits. Trusts are only for the super wealthy, right? Wrong! The Kokomo Perspective recently posted an article titled “Are You...
by Christine | Apr 28, 2015 | Asset Protection, Charitable Remainder Trust, Charitable Trust, Elder Law, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
Detroit businessman Dick E. Morand is giving to the causes close to his heart. Morand died in Detroit in 1977 at the age of 87. He was founder and owner of D.E. Machinery Company and was vice president of Addy-Morand Machinery Company. His wife, Helen, died in 1976...
