by Christine | May 2, 2012 | Charitable Giving, Elder Law, Estate Planning, Individual Retirement Accounts (IRA), Required Minimum Distribution (RMD) |
Congress hasn't reauthorized the law allowing people to give required minimum distributions from IRAs tax-free to charity but may by the end of the year. Are you taking Required Minimum Distributions (RMD) from your IRA? Perhaps you would rather contribute your...
by Christine | May 1, 2012 | Estate Planning, Wills |
The bottom line is if you love and cherish your family, you MUST take the time to write your will. It ensures your assets are given to your family or other beneficiaries based on your wishes. Writing your Last Will and Testament is the most basic act of estate...
by Christine | Apr 30, 2012 | Elder Law, Estate Planning |
Have you ever tried to talk to your aging parent about finances and been told to take a hike? “Just mind your own business. I’ll be fine”. Taking care of an elderly loved one can be difficult, especially when they are nervous about meeting of their own future needs....
by Christine | Apr 24, 2012 | Alzheimer's, Dementia, Elder Law, Estate Planning, Wills |
Advancements in medical science and care may enable us to live fuller, longer lives. The flip side is that more of us, like Mike Wallace, are likely to suffer from a diminished mental state–a harsh reality that’s difficult to accept. It has been an unfortunate past...
by Christine | Apr 23, 2012 | Estate Law, Estate Planning, Married Couple |
How married couples and domestic partners structure their estate plans can make the difference between whether a family stays connected or gets blown apart after the first spouse or partner passes away. Things can be even more complicated and volatile in blended...
by Christine | Apr 14, 2012 | Estate Planning, Roth IRA, Small Business |
“I usually root for the taxpayer, but this case was an exception. When I think it borders on the self-evident that a favorable tax plan does not work and it turns out that it does, I am very embarrassed. As it turns out the Tax Court and now the Ninth Circuit agreed...
