Monthly Archives: January 2014

Benefits Planning with Income Tax Deductions

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Co-authored by Janet W. Moore This is the first of a series of blog posts on real-life situations that may apply to you and your family, where the solutions involve some combination of government benefits planning and tax planning. This … Continue reading

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Balancing the Needs of the Spouse and Children Using Disclaimers

The conclusion of my previous post alluded to an estate planning strategy that tries to balance the needs of the surviving spouse and children as trust beneficiaries by taking advantage of the surviving spouse’s disclaimer rights. This post will discuss … Continue reading

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I AM AN ELDER LAW ATTORNEY AND I’M PROUD OF IT.

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My mother passed away in a nursing home in 1991.  Prior to going into the home, her dementia symptoms had grown progressively worse, but my father was at home taking care of her.  Then she fell, broke her hip, went … Continue reading

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Tried and True Trust Provisions May Not Always Be The Best Fit

Old habits die hard but recently I have found myself re-thinking some of the basic tenets of tried and true estate tax planning involving revocable trusts. This article discusses one such tenet, with others to follow in subsequent posts. Trusts … Continue reading

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