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We are seniors. We have worked diligently for more than 40 years. The current low-yield fixed-income environment and the likelihood of an extended retirement present us with a troublesome dilemma.
In an interview, Peter K. Maier, professor emeritus of Hastings College of the Law, speaks about tax-efficient support for charities and charitable ways to ameliorate the tax consequences of a high-income year.
This article covers a few simple things a solo can do to prepare for retirement. Consider it a series of warnings about potholes ahead to be anticipated and, whenever possible, avoided.
Being the subject of a guardianship is not what anyone should aspire to. Proper planning can largely eliminate the possibility.
New Yorkers have claimed Southeast Florida as the “Sixth Borough.” The New York-Florida connection raises a variety of complex legal issues that also arise for any dual-jurisdiction client.
This article is not so much about “retirement life planning” as it is about “senior life planning”—devising basic strategies to prepare for and “redefine what it means to be older.”
This is the last of our four-part series on issues dealing with elder law. Hopefully you will find information and insight that benefits you, your family, and your clients.
My efforts this year have focused on the “second season of service,” and so I direct your attention to Rosemary C. Byrne’s excellent “Planning for Seniority: A Baby Boomer’s Playbook.”
Whither guardianship reform? Where do we stand? What can senior lawyers do? Let’s look at the outcome and implementation thus far of the 2011 Third National Guardianship Summit.
Quiet trusts have earned this moniker because their terms permit trustees to achieve the objective of keeping trust beneficiaries motivated by not disclosing the existence of the trusts.
The fiscal cliff agreement was enacted amid volatile politics, and the debate over whether ATRA is a tax increase or cut continues. This article outlines some of its provisions.
As lawyers consider “encore careers,” they should remember that some of the ethics rules will follow them wherever they go.