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...
by Christine | Aug 2, 2011 | Estate Planning |
In the rush to button down an estate plan, people often spend most of their time focusing on the big questions and overlook small—but increasingly crucial—details. According to a recent article in the Wall Street Journal, there are approximately 400,000 pets each year...
by Christine | Aug 2, 2011 | Estate Planning |
In the rush to button down an estate plan, people often spend most of their time focusing on the big questions and overlook small—but increasingly crucial—details. According to a recent article in the Wall Street Journal, there are approximately 400,000 pets each year...
by Christine | Aug 1, 2011 | Estate Planning |
Amid the sad story of Amy Winehouse’s death came one positive note of inspiration for her heartbroken fans: The troubled singer left her affairs in remarkable order. We are used to hearing dramatic stories about the estate woes of celebrities like Anna Nicole Smith...
