Qualifying for support under various government disability programs in the form of cash payments or benefits often means that a recipient must have income and assets below a certain level. Without careful planning an intended inheritance may unintentionally serve to cut off a beneficiary’s government support…..
An estate planning tool for a disabled beneficiary Continue Reading »
Estate PlanningSo you’ve taken on the role of executor of your dear friend, Sally’s estate. It just so happened that Sally owned a vacation property in the United States. You’ve come across a couple of blogs in the last few weeks that suggest her estate may owe some taxes to the IRS. You have no idea whether this is true and what you may need to do. You decide to keep reading these blogs to see if they’ll help you…..
Is a U.S. Estate Tax Return Due? Continue Reading »
Estate Administration, IRS, United States, US TaxesFrequent memory loss that affects day-to-day function, Difficulty performing familiar tasks
Problems with language, making it difficult to be understood,Disorientation of time and place, including getting lost even in familiar places
Poor or decreased judgment, Problems with abstract thinking, Putting things in inappropriate places
Sudden changes in mood or behaviour . What Can This Be?….
Did I mention that January is Alzheimer’s “Do Not Forget” month? Continue Reading »
Capacity Law, Elder Care, Estate Planning, Family Conflict, Geriatric Care Management, In the NewsWhen advising attorneys for property who are close to the grantor, sometimes the most valuable advice is neutral and practical, rather than legal…..
advising attorneys for property Continue Reading »
Elder Care, Geriatric Care Management, Power of AttorneyThe end of the calendar year is a good time for Trustees to review both the investment performance as well as investment objectives of the Trusts for which they are responsible…..
Reviewing investment performance Continue Reading »
Estate Administration, Investments, Trusts