by Christine | Dec 15, 2011 | Charitable Giving, Estate Planning |
Is using a third party a better way to donate your charitable dollars? There has been a lot of interest this year in “donor-advised funds (DAF),” as a savvy tool for charitable giving. As we head further into the season of giving (and, with it, year-end tax planning),...
by Christine | Dec 12, 2011 | Estate Planning, Individual Retirement Accounts (IRA), Tax Planning |
A larger share of people's savings is winding up in IRAs—even as estate-tax rules are getting trickier and the markets are growing more volatile. All of this is making life more complicated for widows and widowers, and could cause them to make significant mistakes...
by Christine | Dec 9, 2011 | Estate Planning, Tax Planning |
Epic failure in Washington is causing epic uncertainty for taxpayers. Recently Congress's special 12-member deficit-cutting committee failed to agree on even a broad outline for addressing the U.S.'s fiscal woes. It marked the third year in a row that...
by Christine | Dec 8, 2011 | Charitable Giving, Estate Planning |
So what should you expect of your charities? Businesslike efficiency? Or something more intangible, less-easily defined? ‘Tis the Season of giving. However, before you begin making serious contributions to a charity, it’s important to consider your expectations of the...
by Christine | Dec 7, 2011 | Advanced Health Care Directive, Conservatorships, Dementia, Elder Law, Estate Planning, Medication |
An estimated 100,000 older Americans are hospitalized for adverse drug reactions yearly, and most of those emergencies stem from four common medications, a new study finds. Seniors are increasingly reliant upon their medications. It’s a fact of life. Literally....
by Christine | Dec 5, 2011 | Dementia, Elder Law, Estate Planning |
“I get these S.O.S. calls” from adult children visiting family at Thanksgiving, said Emily Saltz, who operates a practice called Elder Resources in Newton, Mass. “They’ve been talking with their parents all year, being told everything is fine. Then they get there, and...
