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ARTICLES 

Long Term Care: Comfort or Crisis

© 2002 Sharon McRee and Galen Griepp Most of us have given only passing thought to the subject of “long-term care.” Even when we have...

Long Term Health Care

Reprinted by permission of the Los Angeles Business Journal ™ Ask anyone 60 years and older whether he or she will ever wind up in a ...

New IRA Distribution Rules

In a surprise turnaround, the IRS has recently issued proposed regulations substantially simplifying the rules for calculating required ...

Pension Protection Act 1

The new Pension Protection Act of 2006, which was signed into law on August 17, 2006, creates new opportunities for retirement planning....

Retirement Planning

LOS ANGELES BUSINESS JOURNAL Vol. 17 No. 19 Reprinted by permission of the Los Angeles Business Journal ™ Good Retirement Planning...

Retirement Planning Spousal Rollover

Your plan is to leave your retirement benefits to your spouse upon your death, assuming she will do something with them. Her choices – ...

Roth IRA Conversion

2010 brings a very unique advantage regarding estate planning opportunities never presented before. This opportunity deals with a ...

Long Term Care vs Chronic Illness

10,000 Baby Boomers are turning age 65 every day for the next fourteen years. With this advent, the institutions of aging will likely...

Business Succession Planning

As hard as it may seem to believe, only 10-20% of small business owners have any kind of succession plan in place. Even more startling,...

Why Legacy Planning Post Tax Reform?

The recent enactment of the Reconciliation Act of 2017 (The Act) has led many individuals to believe with the higher federal gift, estate...

The Gift of Life

The death of a child is a parent’s worst nightmare, especially if young children are involved Young children present an unexpected,...

Securing the Right Beneficiary

How sad it is when the wrong beneficiary is able to receive the proceeds of one’s life insurance? This is an all too common problem...

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