by Christine | Jan 10, 2012 | Elder Law, Estate Planning, Limited Conservatorships, Medi-Cal Long Term Care, Special Needs Trusts, Supplemental Security Income |
I just read a very interesting article in "The Voice" which is the newsletter of The Special Needs Alliance regarding using pooled trusts in estate planning written by a friend and fellow collegue, Stuart D. Zimring, an excellent...
by Christine | Jan 10, 2012 | Elder Law, Estate Planning, LIfe Insurance |
One billion dollars. That is the amount of money state regulators estimate is sitting on life insurers' books and owed as death benefits, some of it languishing there for decades. To make a broad but warranted generalization, life insurance companies generally...
by Christine | Jan 5, 2012 | Asset Protection, Estate Planning, Tax Planning |
The simple answers are usually painfully wrong, and the real art of asset protection is the exercise of considerable forethought as to how the structure will work under extreme duress, with creditors getting writs and orders so as to financially strangle the Debtor....
by Christine | Jan 5, 2012 | Asset Protection, Estate Planning, Tax Planning |
The simple answers are usually painfully wrong, and the real art of asset protection is the exercise of considerable forethought as to how the structure will work under extreme duress, with creditors getting writs and orders so as to financially strangle the Debtor....
by Christine | Jan 4, 2012 | Estate Planning, Estate Tax, Tax Planning |
A woman who dated her beau for 44 years and was on the verge of finally marrying him lost a case recently in New Jersey tax court that cost her beau’s estate $214,000 in state taxes. That’s money that would have otherwise gone to her and the man’s niece and nephew....
by Christine | Jan 4, 2012 | Estate Planning, Estate Tax, Tax Planning |
A woman who dated her beau for 44 years and was on the verge of finally marrying him lost a case recently in New Jersey tax court that cost her beau’s estate $214,000 in state taxes. That’s money that would have otherwise gone to her and the man’s niece and nephew....
