by Christine | Apr 9, 2014 | Elder Care, Elder Law, Inheritance |
Suzanne M. Cheney performed many services for her stepfather, Anthony R. Turco, expecting to receive a share of his estate. However, to her great disappointment, he left her nothing. There is a difference between care given out of responsibility and that given out of...
by Christine | Apr 8, 2014 | Alzheimer's, Dementia, Elder Care, Elder Law |
"Understanding that AD may contribute to almost as many deaths as the two leading killers in America, heart disease and cancer, is an eye-opening figure that may convince the public and policy makers that AD funding should be increased," James said. As you...
by Christine | Apr 7, 2014 | Estate Planning, Inheritance |
One of the most common themes among my affluent clients is a desire to see their children make it on their own. Over 90% of these clients are first-generation wealth builders, meaning they didn’t inherit their money but accumulated it from saving, investing or...
by Christine | Apr 4, 2014 | Budget, Estate Law |
Under the President’s plan, in 2018 the tax would revert to the rates that were in effect in 2009. Budget buzz is spreading across Capitol Hill. For example, did you know that President Obama's proposed budget is seeking a reduction of the estate tax exemption...
by Christine | Apr 3, 2014 | Elder Care, Elder Law, Medi-Cal, Medicaid |
The rules regarding IRAs and Medicaid (Medi-Cal in California) are complicated and vary from state to state. You should talk to your attorney about your IRA to determine the best course of action for you. There are some strict financial rules governing eligibility to...
by Christine | Apr 2, 2014 | Elder Care, Elder Law, Medicare |
Much is undoubtedly delivered with great love and compassion. But, sadly, it is also provided by family members who have no caregiving skills. Deciding on medical care later in life or setting it up for a loved one is a difficult process that should be...
by Christine | Apr 1, 2014 | Estate Planning, Wills |
An ethical will is an attempt to transfer an intangible legacy. What is an ethical will? Think of your will as providing the legally-binding “how” when it comes to your estate plan. How do you want your assets to be distributed? On the other hand, think of your...
by Christine | Mar 31, 2014 | Estate Law, Estate Planning, Wills |
To keep your will from “going wrong,” avoid these common mistakes. The intention of creating a will is so that your wishes will be carried out when you are no longer here. It's a pretty powerful document, no doubt! So what happens if there is a mistake in the...
by Christine | Mar 28, 2014 | Elder Law, Financial Planning, Retirement, Taxes |
A lot of things change in retirement, and your taxes are one of them. But they don't have to be so painful. There are a lot of variables in play when it comes to budgeting for retirement, to include ever lengthening life-spans and ever increasing medical bills. No...
by Christine | Mar 27, 2014 | Uncategorized |
Beware of these not-so-obvious expenses associated with executing a will. Choosing an executor of your estate involves great thought and a lot of planning. After all, their responsibility to settle your estate is not an easy task. In addition to the big task at hand,...
