TheElder & Disability Law Firm, APC
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September 2013 Archives

Spendthrift Trust Can Provide Solutions

When you are planning your estate you have to a lot of things to consider, and one of these would be the personal proclivities of the individuals who will be receiving inheritances after you pass away.

Beware of Elder Financial Abuse

One of the problems that is a source of concern within the elder law community is that of elder financial abuse. It is difficult to compile truly accurate statistics with regard to this scourge on our nation's elderly because of the fact that so many cases go unreported.

Reducing Medical Expenses

Planning for the future involves making sure that you have the financial resources that you will need to enjoy your retirement and subsequently handle any contingencies that may confront you after your active retirement years are over. This involves careful long-term planning for most people, and this is best done with the assistance of a licensed and experienced San Bernardino elder law attorney.

Specialized Trusts Can Save Estate Taxes

If your estate is in taxable territory you must look for ways to transfer assets in a tax-free manner. Though there is a gift tax in place there are ways to facilitate tax-free giving if you take the appropriate actions. One strategy that it is sometimes implemented involves zeroing out a grantor retained annuity trust.

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The Elder and Disability Law Firm, APC
104 E. Olive Ave.
Suite 103
Redlands, CA 92373

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