by Christine | Jul 2, 2013 | Estate Law, Estate Planning, Gift, Gift Tax |
It’s a great idea to try to make a difference for your child while you’re here to see the process unfold – it could be one of your most gratifying life moments. Just take your time, think through your approach carefully and don’t do it alone. When you plan for your...
by Christine | Jul 1, 2013 | Estate Planning, Same Sex Estate Planning, Same Sex Marriage |
The ruling makes clear that married gay couples living in states that recognize their unions will immediately gain access to more than 1,000 federal benefits, like Social Security and family leave rights. Less certain is how couples living in the remaining 37 states...
by Christine | Jun 28, 2013 | Elder Law, Estate Planning, Long Term Care Insurance, Medi-Cal Long Term Care |
In our society women tend to live longer than men and to provide more care than men. The result is that women are much more likely than men to end up in a nursing home for a long period of time. If you are playing the odds when it comes to long-term care insurance,...
by Christine | Jun 26, 2013 | Estate Planning, Individual Retirement Accounts (IRA), Investments, Retirement Planning |
If you want to use your IRA to buy real estate, you need to understand what you can and can’t do. Did you know that IRAs can be used to own other types of assets, such as investment property? Most taxpayers don’t know about some great tax advantages gained with IRAs...
by Christine | Jun 21, 2013 | Digital Assets, Estate Planning, Virtual Assets |
Much has been written about how family members struggle to get access to the e-mail and social network accounts of loved ones who have died. They have sentimental value much the way photo albums and personal letters do. But far less attention has been paid to...
by Christine | Jun 18, 2013 | Estate Planning, Inheritance, Trusts |
Many wealthy people worry about the potentially corrosive effect of making their children superrich. Not Larry Ellison. The Oracle founder and CEO, the third richest man in the United States — worth $43 billion, according to FORBES’ latest estimates — has never...
