by Christine | Sep 17, 2013 | Uncategorized |
Take steps to ensure that the money you inherit will last and help you meet your major financial objectives. Inheritance planning involves several tough decisions for the "giver" in the equation. Who shall get an inheritance? How much should be given? Lots...
by Christine | Aug 28, 2013 | Uncategorized |
"Fighting over personal property is the match to the tinderbox of emotions," says McManus. "Sometimes feuds start because of lingering resentments over who worked the hardest to take care of Mom or Dad when they were sick or even over who got...
by Christine | Jul 29, 2013 | Uncategorized |
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by Christine | Jul 15, 2013 | Uncategorized |
“The whole issue of measuring and metrics and trying to have impact data is, I think, a very contemporary part of philanthropy,” said Thomas E. K. Cerruti, former personal lawyer to Sam Skaggs, a billionaire philanthropist who made his fortune in supermarkets and...
by Christine | Jul 11, 2013 | Uncategorized |
In 2012, I earned only $25,000, but I have $300,000 in stocks. I have individual health insurance. Will I be ineligible for a subsidy beginning in January because I am presently insured, or because I have large assets? If you have not heard, there still are many...
by Christine | Jul 8, 2013 | Uncategorized |
There is a lot of research to inform us that as an aging parent develops dementia, their financial decision-making capacity erodes early on. At the same time, a parent can be quite appropriate socially and appear “fine”. A case at AgingParents.com involved a...
