Bill Seeks to Impose State Estate Tax
The California legislature is considering a proposal that could impose a state tax on some…
5 years ago
Kirsten Howe
Assisted Living Industry Struggles to Accommodate Growing Dementia Population
The rapidly increasing population of dementia patients in assisted living facilities is challenging not only…
5 years ago
Suing Siblings For Elder Financial Abuse a Difficult Task
Diana turned to her husband, puzzled. “Bob, did you notice Susie’s new designer purse? And…
5 years ago
Joint Accounts: The Good, the Bad and the Ugly
Something we see quite often with our older clients is a joint bank account -…
5 years ago
What Happens to a Mortgage Upon Death?
Sally stared at the notice from the bank and frowned. “What’s that?” her husband, Bill…
6 years ago
Making Bequests to Caregivers Fraught With Problems
“And to Mary Kay Morgan, I bequeath my home and the sum of $250,000,” the…
6 years ago
Your Healthcare Preplanning Toolbox
One of the most important aspects of your estate plan may be the decisions you…
6 years ago
Protect Vulnerable Adults From Scams
The doorbell would not stop ringing. Finally, 80-year-old Mary activated her video doorbell and asked…
6 years ago
Absolute Trust Counsel Medi-Cal Eligibility Planning Presentation on CCTV
$8,000-$12,000 is an overwhelming amount to add to any monthly budget, but the most important thing is to…
6 years ago