Believe it or not, twenty-nine states, including California, have filial responsibility laws on their books. These laws can be used to go...

As a follow up to last month’s wealth tip wherein we discussed the risks associated with needing long term care, we are now going to ...

The old adage “I am scared of getting old. I am scared of being ill,” often quoted by Ben Stein, reflects the uncertainty of the ...

Despite the economic downturn in the U.S. over the past few years, public interest in long-term care insurance is quietly and steadily ...

© 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...

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 ...

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

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

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

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

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

A recent tax court case determined that Wachovia Bank incorrectly distributed IRA proceeds from a deceased’s estate by rolling it over ...

When investing, one must decide whether to hold the investment in their qualified retirement plan, i.e. IRA or 401k vs. holding it ...

Ever thought about starting up a business but were stymied as to where to get the funds to do so? One potential methodology is to use...

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

Medicaid is an assistance program, serving low income people of every age. In California, Medi-Cal is the same as the Federal program...

Most investors have not heard the term duration associated with their bond portfolios. Due to this fact, most bond investors are unaware...

Duration is a number most people do not associate with bonds and their value. Duration is not merely a measure of time but a signal as to...

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,...

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