An important, yet sometimes misunderstood, document estate planning attorneys prepare is a power of attorney. A power of attorney (or “POA”), either for financial or health care matters, is an integral part of an estate plan. For this reason alone, it is important to review your POAs to ensure that the individuals named will be […]
Power of Attorney vs. Trustee – Understanding the Differences Between Them Read More »
The federal estate tax exemption has increased significantly over the last two decades and is now increasing each year in relation to inflation. For 2016, the exemption is at an unprecedented $5,450,000.00 per decedent. This means a couple can pass on $10,900,000.00 worth of assets to their beneficiaries without any estate tax being paid. Since
Reevaluating A-B Trusts (Bypass Trusts) in Estate Planning Read More »
Clients and their family members often ask us about the different caregiving options available. To address these frequently asked questions, we contacted Lifeline Smart Home Care Solutions, of San Diego, California (619-346-3096), which offers a comprehensive approach to senior care management. The following are just a few questions and answers. If a client requires
Questions and Answers for Later-in-Life Care Options Read More »
