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Posts Categorized: Trusts & Estates

My parents moved from Missouri to Georgia; do they need new estate planning documents, and does the fact that my father has Alzheimer’s make a difference?

Another ask the expert question featured at www.eldercarematters.com. This one deals with the portability of estate planning documents and capacity to sign documents.

February 23, 2011 Current Affairs, Estate Planning, Special Needs Planning, Supplemental Needs Planning, Trustees, Trusts & Estates

Do you recommend life estates or irrevocable trusts for Medicaid planning purposes?

Here is another of the “ask the expert” questions featured at www.eldercarematters.com.

February 21, 2011 Asset Preservation, Current Affairs, Estate Administration, Estate Planning, Financial Planning, Medicaid Planning, Special Needs Planning, Supplemental Needs Planning, Trusts & Estates

Are the proceeds from a reverse mortgage viewed as “countable asset” by Medicaid when making application?

This is another of the featured questions I authored for www.eldercarematters.com. I was given the honor of being named their inaugural national elder care expert of the week.

February 18, 2011 Asset Preservation, Current Affairs, Estate Planning, Financial Planning, Medicaid Planning, Trusts & Estates

Roth IRAs offer powerful planning opportunities

Roth IRAs offer some great planning opportunities, largely centered around the fact that they do not entail “required minimum distributions.”

February 14, 2011 Current Affairs, Estate Planning, Financial Planning, Retirement Planning, Trusts & Estates

Internet-Drafted Estate Plans Don’t Save Money in the Long Run

Doing it yourself is fine if you know what you’re doing.

February 8, 2011 Current Affairs, Estate Planning, Trusts & Estates, Web/Tech

Keeping PACE with Elder Care Costs

PACE is a little-known program that may offer promising alternatives for elder care.

January 5, 2011 Asset Preservation, Current Affairs, Estate Planning, Financial Planning, Medicaid Planning, Special Needs Planning, Supplemental Needs Planning, Trustees, Trusts & Estates

Portability: a Good Idea but Will it Last?

Estate tax exclusion “portability” is a nice idea, but dangerous if you don’t understand its implications.

December 30, 2010 Asset Preservation, Current Affairs, Estate Administration, Estate Planning, Estate Taxes, Financial Planning, Trustees, Trusts & Estates

Congress Extends the IRA Charitable Rollover

An important piece of the new tax act is the extension of a great way to make charitable gifts through your IRA. The only catch is you have to be 70-1/2 or older to take advantage of it.

December 28, 2010 Asset Preservation, Charitable Giving, Current Affairs, Estate Planning, Estate Taxes, Financial Planning, Retirement Planning, Trusts & Estates

Let the IRS take a bath for a change

Estate taxes are completely optional for those who are motivated to avoid them. A special wrinkle in the law provides a rare opportunity to make gifts to charity and your loved ones without the IRS or Congress getting their hands on your assets after you are gone.

December 27, 2010 Charitable Giving, Current Affairs, Estate Planning, Estate Taxes, Financial Planning, Trusts & Estates

The Latest Temporary Estate Tax Rules

Now we know what the gift, estate, and generation-skipping transfer tax rules will be–for the next two years, as Congress passes the “tax relief” bill that we have been hearing so much about. There may be good reason to breathe a sigh of relief, but not to put off estate planning.

December 17, 2010 Asset Preservation, Current Affairs, Estate Administration, Estate Planning, Estate Taxes, Financial Planning, Trusts & Estates


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