by Christine | Feb 13, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Estates, Individual Retirement Accounts (IRA), Living Trust, Retirement Planning, Tax Planning, Turnover, Wills |
Here are money tasks to do this week that will help 2015 be more prosperous. Most can be done in about an hour. As reported in a Chicago News Service article titled “Got an hour? Tackle these money tasks,” a recent survey from the National Endowment for Financial...
by Christine | Feb 11, 2015 | Asset Protection, Business Succession Planning, Elder Law, Estate Planning, Probate, Retirement Planning, Tax Planning, Trusts, Wills |
Many business owners fear losing control. Before they’re willing to address exit or estate planning options, they must first be assured of complete dominion over their business. So let’s look at how to lock in ownership Are you worried about losing control of your...
by Christine | Feb 10, 2015 | Advanced Health Care Directive, Conservatorships, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Estates, IRA Rollover, Living Trust, Long Term Care Insurance, Medi-Cal Long Term Care, Nursing Homes, Probate, Trusts, Wills |
The New Year is a great time to regroup on your financial plans, reevaluate and/or create new financial goals. By sticking to your financial resolutions throughout the year, you can keep on track towards achieving your financial objectives in 2015 and beyond. Make the...
by Christine | Feb 6, 2015 | Elder Law, Estate Planning, Estate Tax, Gift Tax, Probate, Tax Planning |
Here are five rules you need to know about the estate tax for 2015. The estate tax exclusion is now $5.43 million. The federal estate tax applies only to those whose taxable estates exceed a certain amount. The U.S. has a unified gift and estate tax system, so...
by Christine | Feb 5, 2015 | Asset Protection, Blended Families, Elder Law, Estate Planning, Retirement Planning, Tax Planning, Trusts |
Couples planning to blend families often have to make financial arrangements that respect previous relationships with ex-spouses and their families. Issues range from childcare and eldercare to potentially complex matters involving businesses, investment assets and...
by Christine | Feb 4, 2015 | Advanced Health Care Directive, Asset Protection, Conservator, Conservatorships, Elder Law, Estate Planning, Living Trust, Living Will, Medical Directives, Probate, Trusts, Wills |
Create a file that you name sometime like "ICE," which stands for “in case of emergency.” Some people call this their “grab-and-go” file, since that’s what it’s for. Make sure that anyone who needs to have this information knows how to access it. For...
