by Christine | Dec 16, 2014 | Asset Protection, Community Property, Elder Law, Estate Planning, Retirement Planning, Tax Planning |
"During their careers, their 'acquiring wealth years,' many people live in places that have lots of jobs – and the higher cost of living that goes along with that," Friedman says. "In retirement, many of them want to move to a state where they...
by Christine | Dec 12, 2014 | Caregivers & Caregiving, Elder Law, Long Term Care, Retirement Planning |
Although nobody can be forced to participate as a caregiver, there are ways to approach the situation that are more likely to have a positive result. Families encounter many issues when planning care for a loved one. A common issue is the unwillingness of siblings to...
by Christine | Oct 17, 2014 | Elder Abuse, Elder Law, Long Term Care, Retirement Planning |
The woman Benny claims took advantage of him was his second wife. He says after he had a stroke, she threw him in a nursing home and never saw him again. At one time, World War II veteran Benny Goo was very affluent with a gorgeous home in Hawaii. Now, Benny has...
by Christine | Sep 22, 2014 | Elder Care, Elder Law, Estate Plan, Estate Planning, Long Term Care, Long Term Care Insurance, Medi-Cal, Medi-Cal Long Term Care, Nursing Home, Retirement, Retirement Planning, Trusts, Wills |
David Cutner, partner at Lamson & Cutner, attorneys for the elderly and disabled offered the following tips for both estate planning and long-term care for boomers. A recent Fox Business article reported that the majority of seniors are completely in the...
by Christine | Sep 12, 2014 | Elder Law, Estate Plan, Estate Planning, Estate Tax, Individual Retirement Accounts (IRA), Medicare, Retirement Planning, Roth IRA, Tax Planning |
Today, ordinary income plus various other taxes could boost the effective tax rate on those second-level RMDs well over 40%. Who knows what tax rates might be in effect when current clients eventually pass their IRAs to future generations? Some individuals choose to...
by Christine | Aug 29, 2014 | Asset Protection, Estate Plan, Estate Planning, Retirement Planning, Tax Planning |
Now is the time to adopt financial habits that determine a successful retirement, even if you’re still in your 20s. (Note: Parents, here is a great article to share with your twenty-something adult children!) If you are a twenty-something, you have plenty of...
