by Christine | Sep 12, 2014 | Elder Law, Estate Plan, Estate Planning, Estate Tax, Individual Retirement Accounts (IRA), Medicare, Retirement Planning, Roth IRA, Tax Planning |
Today, ordinary income plus various other taxes could boost the effective tax rate on those second-level RMDs well over 40%. Who knows what tax rates might be in effect when current clients eventually pass their IRAs to future generations? Some individuals choose to...
by Christine | Sep 10, 2014 | Advanced Health Care Directive, Elder Abuse, Elder Law, Estate Plan, Estate Planning, Power of Attorney |
Given the widespread health, legal, social and economic implications of elder abuse, the Elder Justice Roadmap Project sought the input of experts and stakeholders from across the country in order to develop a strategic resource — by the field and for the field — to...
by Christine | Sep 2, 2014 | Elder Law, Irrevocable Trust, Medi-Cal, Medi-Cal Long Term Care, Medicaid, Medicare |
Although their names are confusingly alike, Medicaid and Medicare are quite different programs. What is the difference between Medicare and Medicaid (its called Medi-Cal in California)? There are strict income and asset guidelines that must be satisfied to be eligible...
by Christine | Aug 19, 2014 | Elder Law, Medi-Cal, Medicare, Retirement Planning, Tax Planning |
The best time to discuss finances with your parents is when they are competent, self-sufficient adults. Planning ahead and seeking out the appropriate professional financial assistance on their behalf can help ensure your parents enter their golden years in the most...
by Christine | Jul 8, 2014 | Elder Law, Medical Directives |
“What about the wife?” the social worker asked. How could we have missed this most basic and vital piece of information? It’s easier than you might think. The sister didn’t get along with the wife and apparently wasn’t moved to tell us of her existence. The social...
by Christine | Jun 24, 2014 | Elder Care, Elder Law |
How do I know what kind of caregiver my family member needs? How do I go about finding a home caregiver? What if I prefer to hire someone myself? Choosing care for an elderly loved one can be challenging as it requires much research and thought. Their needs will...
