Q. I hear that President Obama signed a new law that will make life easier for persons with a disability. Do you know anything about this? We would like to set up something for our grandchild who has a disability and is on SSI and Medi-Cal. A. Yes. It is called “Achieving a Better… Read More »
Monthly Archives: December 2014
Family Caregiver Agreements: A Creative Solution To The Elder Care Dilemma
Q. My husband has become quite frail and needs care on a daily basis. To enable us to continue to live in our home together, our daughter has been assisting with his care on a daily basis and has switched to part-time at her own job in order to help. Our other children live out… Read More »
Tax Savvy Year-End Gifts
Q. My wife and I are considering making large gifts to our two children and four grandchildren, and we would like to do so in a way that is “tax wise”. Do you have any advice for us? A. Yes. Many people mistakenly believe that you cannot gift more than $14,000 per year without… Read More »