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 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 | Sep 23, 2014 | Asset Protection, Estate Law, Estate Plan, Estate Planning, Estates, Living Trust, Probate, Trusts, Wills |
Lauren Bacall's loss of husband Humphrey Bogart when her children were young does point to some of the issues surviving spouses face when there is a difference of age of 20 years or more. Of course, May-December marriages don't only happen in Hollywood, and...
by Christine | Sep 19, 2014 | Asset Protection, Estate Plan, Estate Planning, Estate Tax, Estates, Living Trust, Tax Planning, Trusts |
Manziel is living in the moment and enjoying himself, which is something that Namath did throughout his career, continued Mr. Beatrice. We see a potential problem, however, with his outgoing and festive behavior, and it is not directly related to his abilities on the...
by Christine | Sep 5, 2014 | Assets, Beneficiary, Bequest, Estate Plan, Estate Planning, Estate Tax, Estates, Gift, GIfting, Individual Retirement Accounts (IRA), Inheritance, Inherited IRAs, Inheritors, Power of Attorney, Probate, Trusts, Wills |
Some people decide, as Robin Williams apparently did, that it's better to hand down wealth to adult children while you, the parent, are still alive. (Of course, you have to have more than enough assets for yourself to be able to do that.) One benefit is that you...
