05.29.2014
Guardianship for a family member with Alzheimer’s
May was celebrated as Elder Law Month, and as the baby boomer generation ages, guardianship of an elder may be a growing concern. Although guardianship …
Guardianship for a family member with Alzheimer’s
May was celebrated as Elder Law Month, and as the baby boomer generation ages, guardianship of an elder may be a growing concern. Although guardianship is most often discussed regarding minor children, it can be a helpful tool for older family members, too.
(Photo Credit: medcitynews.com)
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05.28.2014
Tax and Structure Considerations for Buy-Sell Agreements
A buy-sell agreement needs to be written properly in order to ensure that it’s effective for invested parties. There are some specific aspects that should …
05.27.2014
Special Planning for Second Marriages: Lessons Learned From Casey Kasem
The recent news hoopla over Casey Kasem illustrates an important lesson for planning your own estate: things may change when you throw a second marriage …
05.26.2014
Overseas Bank Accounts: What Do Small Business Owners Need To Know About FBAR?
In the even that a foreign partnership owns foreign bank accounts with aggregate balances over $10,000 (US) on any particular date, the business owner should …
05.23.2014
Estate Planning For Your House: Irrevocable Trusts
A transfer of assets outright may not be the best solution as this has been known to create undesirable outcomes. In the case when planning …
05.22.2014
Your IRA: Top Tips For Passing Down Your IRA To Children
Those who have spent a good amount of time contributing to their IRA might have questions when it’s time to decide beneficiaries. For example, is …
05.21.2014
Married Couples without Children: Estate Planning Recommendations
Your individual estate plan is going to depend largely on your personal situation and the goals you have for your assets. That being said, one …
05.20.2014
An S Corporation Tax Strategy: Can You Eliminate Current Income Taxes on Company Profits?
In a recent article by the Wall Street Journal, a potential possibility for limiting tax liability is being considered on the heels of the two …
05.19.2014
Preventing End of Life Costs from Destroying Your Estate
It’s very rare that anybody has covered all possible risks in terms of their wealth management when it comes to income and cash flow, guaranteed …
05.15.2014
Changing Your Power of Attorney
What if you already executed a power of attorney some years ago and now want to change that person? Is it as simple as revoking …
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