by Christine | Feb 24, 2015 | Asset Protection, Bequest, Estate Planning, Estates, Living Trust, Probate, Trusts, Wills |
There’s barely a person over the age of 40 or so who does not come with a family squabble about, well, things following the death of a well-loved parent, grandparent, or family friend. Even Robin Williams, who planned his estate well, could not avoid a family feud...
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 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...
by Christine | Jan 29, 2015 | Asset Protection, Assets, Conservatorships, Elder Law, Estate Plan, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Probate, Retirement, Retirement Planning, Special Needs, Tax Planning, Trusts, Wills |
“We’re not surprised by the fact that people don’t know a lot about retirement income planning,” says David Littell, program director at the American College. “I was surprised at how badly they did.” Could you pass a retirement literacy test? Apparently, 80% of...
