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Tag "estate planning"

Estate Planning: The ‘What if’ Travel Checklist

Estate Planning: The ‘What if’ Travel Checklist

This is a “before you travel” guide for all that you leave behind.

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Estate Planning:  Remarriage Complicates Estate Planning

Estate Planning: Remarriage Complicates Estate Planning

As Frank Sinatra said, “Love is lovelier the second time around.” What he didn’t say is that it sure as heck makes estate planning a lot more complicated – particularly when children are involved. With high divorce rates and record

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Estate Planning: Use Caution With Gifts to Caregivers

Estate Planning: Use Caution With Gifts to Caregivers

If you’ve had the help of a trusted caregiver for years, you may want to leave that person a gift upon your death. Or perhaps your elderly parent is considering such a bequest. In either case, plan carefully to make

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Estate Planning:  College Prep –  the Unexpected Kind

Estate Planning: College Prep – the Unexpected Kind

Parents: Be prepared in the event of a medical emergency or death of your young adult child.

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Estate Planning: How Will the Affordable Care Act Affect Seniors?

Estate Planning: How Will the Affordable Care Act Affect Seniors?

By Jim Gianelli and Tamara Polley Many seniors have no doubt shrugged as rancorous debate over the controversial new federal health plan has swirled around them. “Obamacare? I’m on Medicare. It has nothing to do with me.” But the Affordable

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Estate Planning: Why gay couples should get married … the sooner the better

Estate Planning: Why gay couples should get married … the sooner the better

We all have gay friends or relatives, whether we know it or not, and many share life with a partner. After a historic U.S. Supreme Court decision opened the matrimonial door for California same-sex partners – and prohibits the federal

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Estate Planning: The Family Vacation Home

How do you successfully pass the family vacation home on to your children? As a foothills estate planning attorney, I have clients with beautiful vacation homes in Twain Harte, Pinecrest, Strawberry, Bear Valley and other mountain communities. Most of them

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Estate Planning: Dealing With Your Problem Child

Estate Planning: Dealing With Your Problem Child

Ah, the age-old issue: How to deal with your problem child. This often produces uncomfortable pauses, silence and embarrassment in the parents’ first interview with a lawyer. Many parents don’t want to admit that their grown sons or daughters are

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Estate Planning: Naming an IRA Beneficiary

Estate Planning: Naming an IRA Beneficiary

What happens to your Individual Retirement Account when you die, and how will that impact your heirs? Distributions from an IRA are taxable to the recipient just as they would have been to the original owner. However, it’s important that

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Estate Planning: Planning for Long-Term Care

Estate Planning: Planning for Long-Term Care

“I am in great health,” my client said. “Why should I worry about long-term care?” “I don’t want you to worry about it,” I answered. “I want you to plan for it so that you don’t end up in a

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Estate Planning: Helping Veterans Pay for Long-Term Medical Care

Estate Planning: Helping Veterans Pay for Long-Term Medical Care

“How are we going to pay for long-term medical care?” We hear that question frequently these days. For veterans who served during wartime and their surviving spouses, an underused Veterans Affairs (VA) benefit may help. Its formal name is Improved

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Estate Planning: When Dementia Is Involved, Plan Ahead

Estate Planning: When Dementia Is Involved, Plan Ahead

As more seniors struggle with dementia, their loved ones are left scrambling to organize and handle health care and financial matters. The stress of dealing with the disease and related personality changes is compounded by the pressures of assuming control

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Estate Planning: Choosing a Trustee

One of the most important, and sometimes difficult, decisions you will make in estate planning is choosing a trustee. Your trustee handles your estate if you become disabled or after you die. Here is what to look for in selecting

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Estate Planning: Planning for Your Pets

Estate Planning: Planning for Your Pets

You may have put the rest of your affairs in order, but have you made plans for your pets? Hopefully, by now you have created a basic estate plan by doing the following: Signing Durable Powers of Attorney to make

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Estate Planning: The Ins and Outs of Probate

Estate Planning: The Ins and Outs of Probate

By Jim Gianelli Probate is a court process set up to assure that upon one’s death, assets get distributed to the people in one’s will (or in absence of a will, to one’s legal heirs), creditors get paid, and disputes

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Estate Planning: Living Trust and Power of Attorney

Estate Planning: Living Trust and Power of Attorney

Estate planning is more than just transferring assets to your loved ones upon your death. Perhaps more importantly, good estate planning includes choosing the right people to manage your financial affairs in the event you cannot do so. Most estate

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Estate Planning: Property Taxes

Estate Planning: Property Taxes

It’s that time of year again, when homeowners pay their annual property taxes … Happy holidays! This year we are faced with two things we don’t want to think about in these tough economic times: taxes and reduced property values.

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Estate Planning: Starting the Process

When it comes to planning your estate, it’s best to start the process with an estate planning attorney, preferably a state-certified specialist. But other advisors may play a vital role: your accountant, banker, insurance agent, financial advisor or broker. You

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Estate Planning: Medi-Cal Benefits for Long-Term Care

Estate Planning: Medi-Cal Benefits for Long-Term Care

The Spring 2009 estate planning column in Friends and Neighbors outlined Medi-Cal benefits for long-term skilled nursing care. To receive these benefits, an applicant must have limited resources. What if you have too much money to qualify, but not enough

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Estate Planning: Death of a Spouse

Your spouse has died, and whether or not the death was sudden and unexpected or gradual and expected, you are in shock. Your mind is just not working quite right. The realization of what has happened – and the grief

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Estate Planning: It Pays to Plan Ahead

Let me tell you a sad but true story that carries an important message: It pays to plan ahead. Two brothers sought my advice when their parents were severely injured in an out-of-state automobile accident. The father was in extremely

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Estate Planning: Revocable Living Trust

This article describes one of the most important and popular estate planning tools in California, a revocable living trust. This is an estate planning document that is, in many respects, a substitute for a Last Will and Testament. “Revocable” means

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