by Christine | Sep 29, 2011 | Estate Planning, Retirement Planning, Tax Planning |
How does a retiree replace the interest income from a certificate of deposit paying more than 5% when the rate on a new CD is 1.3%? One solution: Donating the principal to a nonprofit in the form of a "charitable gift annuity" in exchange for lifetime fixed...
by Christine | Sep 28, 2011 | Elder Law, Estate Planning, Medi-Cal Long Term Care |
Living with Alzheimer’s disease is very difficult for the individuals affected and their loved ones. But by dedicating some time early on in the diagnosis and fighting for the cause during World Alzheimer’s Month and beyond, a family can know they have done everything...
by Christine | Sep 23, 2011 | Estate Planning, Tax Planning |
The Obama jobs bill…creates a new battle between the charity world and government. There’s a lot of commotion surrounding President Obama’s jobs bill, and for good reason, but not all of it is positive. Small businesses, for one, are lukewarm since their concern is...
by Christine | Sep 21, 2011 | Estate Planning, Tax Planning |
As the amount of money stashed in 401(k)s and individual retirement accounts has grown, more and more families are finding themselves locked in battles over who has rights to the assets. Even with the many concerns over retirement accounts in America, it’s undeniable...
by Christine | Sep 21, 2011 | Estate Planning, Tax Planning |
As the amount of money stashed in 401(k)s and individual retirement accounts has grown, more and more families are finding themselves locked in battles over who has rights to the assets. Even with the many concerns over retirement accounts in America, it’s undeniable...
by Christine | Sep 20, 2011 | Estate Planning |
One of the most common estate planning mistakes that people make is joint ownership. Estate planning can be daunting. Once you get past the fact that your very mortality (and morbidity) is the triggering event, estate planning means taking stock of all you own and,...
