by Christine | Oct 29, 2014 | Asset Protection, Estate Plan, Estate Planning, Estates, Power of Attorney, Trusts, Wills |
Even though many gifts no longer make tax sense, 529 plans remain viable options for both estate tax exclusion and income tax reduction, without much complexity and cost. Which gifts make sense for taxes these days? Consider your options. Before recent changes to the...
by Christine | Oct 27, 2014 | Advanced Health Care Directive, Asset Protection, Conservatorships, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Estates, Inheritance, Trusts, Wills |
Thanksgiving weekend is a time to reflect, visit family, and of course, eat your fair share of pie. And while we may be thankful for the people and the wealth in our lives, not enough of us have planned to protect all that we have. Pass the pie please! And not just...
by Christine | Oct 23, 2014 | Advanced Health Care Directive, Asset Protection, Assisted Living Facility, Conservatorships, Dementia, DNR, Durable Power of Attorney For Finances, Elder Care, Elder Law, Estate Plan, Estate Planning, Estates, Healthcare, Individual Retirement Accounts (IRA), Intentionally Defective Grantor Trust (IDGT), Irrevocable Trust, Living Trust, Living Will, Long Term Care, Long Term Care Insurance, Medi-Cal Long Term Care, Medical Directives, Nursing Homes, Obama, Power of Attorney, Social Security, Trusts |
Medical research confirms one of the first things people have trouble with in the very early stages of dementia is managing personal finances. This means people can make very expensive financial mistakes, often before anyone notices there is a problem. I have seen...
by Christine | Oct 20, 2014 | Estate Planning, Estates, Guardianships, Inheritance, Power of Attorney, Probate, Trusts, Wills |
If you want to stay in control of your money and medical decisions until the end, here are the five most important estate-planning documents you need to have. If you aren't sure which estate planning tools you really need, at least start with the basics. A...
by Christine | Oct 14, 2014 | Conservatorships, Elder Law, Estate Plan, Estate Planning, Family Meeting, Living Will, Power of Attorney, Probate, Trusts |
Talking to family members about estate planning and legacies can be difficult and even painful. Those discussions, however, will almost certainly be less painful in the long run than the stories children may make up after parents are gone about why they made the...
by Christine | Sep 26, 2014 | Asset Protection, Digital Assets, Digital Estate Planning, Estate Planning, Living Trust, Power of Attorney, Probate, Trusts, Wills |
Death is emotionally difficult enough without discovering that you have no idea what digital assets a person had or what they wanted done with them. A growing concern among those wishing to properly manage their digital estate is "digital death," which...
