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One More Scary Halloween Story!
November 13th, 2015
A Halloween riddle for you: What's scarier than ghosts and goblins to Americans 50 and older? Answer: Their finances. That's the upshot of the latest Country Financial Security Index, and two other surveys I've seen lately back it up.…
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Power of Attorney, Succession, Taxes, Trust Funding, Weblogs, Will
What Do The Uber-Wealthy Do with Their Money?
November 12th, 2015
Art makes up 2.5 percent of the biggest estates and just 0.6 percent of those who had between $10 million and $20 million. A Picasso fetched more than $95 million in 2006. The superrich are different from the very, very rich. For one thing, they own…
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Categories: Aging Issues, Charitable Giving, Current Affairs, Estate Planning, Power of Attorney, Trust Funding, Weblogs, Will
Avoid These Common Estate Planning Mistakes
November 10th, 2015
The most common estate planning mistake may surprise you. "The mistake actually isn't part of the will and trust," said Dan Prebish, head of life services events at Wells Fargo Advisors, based in St. Louis. "It actually has to do…
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It's That Time of Year!
November 6th, 2015
This is the time of year when certain money issues come more into focus, including those related to income-tax planning, charity scams and checking up on the financial health of family members. Tax planning isn't shaping up as anything remarkabl…
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Categories: Charitable Giving, Current Affairs, Estate Planning, Taxes, Trust Funding, Weblogs, Will
Irrevocable Trusts May be the Answer to Tough Estate Planning Issues
November 5th, 2015
The death of a loved one can create a lot of financial complexity. For families that have set up irrevocable trusts to facilitate the transfer of assets from one generation to another, the tax implications can be even more complicated. However, there…
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Categories: Aging Issues, Current Affairs, Estate Planning, Succession, Trust Funding, Weblogs, Will
Charitable Giving Puts Public Library Back on the Map
November 4th, 2015
The Stanley and Elaine Ball Charitable Foundation granted the Taneyhills Library $350,000 to renovate the children's area and to create a technology conference room. Taneyhills Library Board Chairman Kenton Olson said the children's library…
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California Court Upholds Trust that Gives Millions to Lady's Gardener
November 3rd, 2015
A Sonoma County bank overseeing the trust of a wealthy Kentfield divorcee who left a large chunk of her $8.5 million estate to her gardener and other non-family members will be allowed to dip into the fund to defend challenges from the woman's d…
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Easy to Explain Estate Taxes? Not Exactly
October 30th, 2015
Seems like the subject of estate taxes becomes part of every politician's election promises, and today's election environment is no different. Even though we are not really expecting significant changes in that area, estate taxes have chang…
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Categories: Aging Issues, Current Affairs, Estate Planning, Long Term Care, Medicaid, Power of Attorney, Taxes, Trust Funding, Weblogs
Don't Let a Perfect Storm Ruin Your Plans for the Family Farm
October 29th, 2015
In February of 1959, rock and roll musicians Buddy Holly, Ritchie Valens and J.P. "The Big Bopper" Richardson were killed when a plane Holly chartered at the last minute crashed near Clear Lake, Iowa. The event later became known as "t…
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Categories: Current Affairs, Estate Planning, Family Business, Power of Attorney, Probate, Small Business, Succession, Taxes, Trust Funding, Weblogs, Will
Former NBA Star Could have Future Ex-Wife Making Medical Decisions
October 28th, 2015
Lamar Odom and Khloe Kardashian may appear to be split on reality TV, but on paper, their divorce is not final. That could leave the former NBA player's estranged wife with the role of making medical decisions for him. Odom, who has an address i…
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