In review, here are the five Blog Posts from this past week for your convenience. I welcome your feed back regarding any of these posts and your input regarding any of these areas of practice which you would like for me to address.
Knowing The Signs Of Dementia Can Prevent Financial Disaster – even in Overland Park, KS
There is a lot of research to inform us that as an aging parent develops dementia, their financial decision-making capacity erodes early on. At the same time, a parent can be quite appropriate socially and appear “fine”. A case at AgingParents.com involved a frustrated daughter with a mother like that.
Income Decides Obamacare Subsidies – even in Overland Park, KS
In 2012, I earned only $25,000, but I have $300,000 in stocks. I have individual health insurance. Will I be ineligible for a subsidy beginning in January because I am presently insured, or because I have large assets?
Much Opportunity In The Annual Gift Exclusion – in Overland Park, KS
Here is some background on what is known as the "annual gift-tax exclusion." You can give away as much as $14,000 this year to anyone you want—or to each of as many people as you wish—without any tax considerations or burdensome paperwork. The recipient can be anyone you choose.
Safeguarding Your Heirs From Their Inheritance in Overland Park, KS
When Juliann Reynolds' husband died of cancer in 1992, she had to decide how to plan her own estate … Reynolds is one of a growing number of parents who are requiring their heirs to wait until they are older before they can collect their inheritances.
Charitable Motivation: Emotional Or Logical? In Overland Park, KS?
“The whole issue of measuring and metrics and trying to have impact data is, I think, a very contemporary part of philanthropy,” said Thomas E. K. Cerruti, former personal lawyer to Sam Skaggs, a billionaire philanthropist who made his fortune in supermarkets and drugstores. “What motivates people to give? For selfish reasons, a name on a building is at the top of the list. But some people want to effectuate something that has some personal interest to them. Other types of motivations are hard to analyze.”
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