by Christine | Aug 25, 2011 | Estate Planning, Tax Planning |
Wealthy individuals in the U.S. will find it easier to cut their estate-tax bill as a result of a provision for using their deceased spouses’ exemption credit. Much ado has been made about the new power in estate planning known as “portability,” and for good reason....
by Christine | Aug 17, 2011 | Estate Planning, Retirement Planning |
If there’s any lesson to be learned from the recent debacle in Washington, D.C., it’s this: Don’t run your personal finances the way the U.S. government does. “Don’t live beyond your means, and don’t increase your debt levels, especially when heading into retirement,”...
by Christine | Aug 15, 2011 | Estate Planning, Women & the Law |
Still, for all we [women] have achieved — with our careers, managing our finances, sharing child rearing and other household responsibilities — we’re not as savvy about estate planning as we ought to be. Estate planning is the personal responsibility of every adult...
by Christine | Aug 9, 2011 | Elder Law, Estate Planning, Medi-Cal Long Term Care |
Sales of insurance policies that combine long-term-care with other forms of insurance are booming. But before buying, it's important to understand the possible drawbacks. Insurance, in its many forms, has been referred to as the Swiss Army Knife of estate planning...
by Christine | Aug 3, 2011 | Estate Planning, Retirement Planning, Tax Planning |
If you've reached 70-1/2, you can make cash donations to Internal Revenue Service-approved charities directly out of your traditional IRA. This can be a tax-smart opportunity, but it will expire at the end of this year unless Congress acts. You may have read about...
by Christine | Aug 3, 2011 | Estate Planning, Retirement Planning, Tax Planning |
If you've reached 70-1/2, you can make cash donations to Internal Revenue Service-approved charities directly out of your traditional IRA. This can be a tax-smart opportunity, but it will expire at the end of this year unless Congress acts. You may have read about...
