by Christine | Feb 3, 2015 | Advanced Health Care Directive, Elder Care, Elder Law, End of Life Decisions, Estate Planning, Medi-Cal, Medi-Cal Long Term Care, Medicaid, Medical Directives, Retirement, Retirement Planning, Trusts |
Consulting financial and tax advisers as part of planning the retirement process is essential to get the health-care piece covered. Enjoying truly golden retirement years means a lot of different things to different people, but it should include planning for long-term...
by Christine | Jan 30, 2015 | Asset Protection, Estate Planning, Estate Tax, Estates, Living Trust, Retirement Planning, Roth IRA, Tax Planning, Trusts |
Sharron Epperson, who is CNBC’s senior personal finance correspondent, stressed the importance of retirement planning in the coming year — with two products in particular. Need a financial resolution for 2015? Save as much money as you can in a Roth IRA. One of the...
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...
by Christine | Jan 28, 2015 | Basis, Elder Law, Estate Planning, Retirement Planning |
As the Conservator of [my mom's] estate, I'm trying to help her decide what to do with the house. Let another family member live in it who couldn't pay rent but could help with upkeep? Rent it out for market value? Or sell? If she hasn't already, an...
by Christine | Jan 26, 2015 | Caregivers & Caregiving, Elder Care, Elder Law, Individual Retirement Accounts (IRA), Long Term Care, Retirement, Retirement Planning |
Adult children who become caregivers often pay a steep price. However, with some smart strategies, you can avoid sabotaging your financial future. What can you do ahead of time to help ease the financial burden of caring for your aging parents? Look into potential tax...
by Christine | Jan 20, 2015 | Advanced Health Care Directive, Asset Protection, Elder Law, End of Life Decisions, Estate Plan, Estate Planning, Estates, Inheritance, Living Trust, Medi-Cal, Medi-Cal Long Term Care, Medicaid, Nursing Home, Power of Attorney, Probate, Retirement Planning, Special Needs, Tax Planning, Trusts, Wills |
Wouldn’t knowing someone will step in if you become incapacitated create a little peace of mind? Wouldn’t knowing that your family is taken care of create even more peace of mind? Wouldn’t knowing there is a plan in place – a plan you developed – if something...
