by Gina G. MacDonald | Jul 22, 2019 | With Your Family in Mind
Finding the Right Fit Decision-Making Interactive Online Training After thirty-one years of lawyering, I will be closing my law practice on December 31, 2019. This is my final Article. If you are trying to help a loved one make decisions, are a court-appointed...
by Gina G. MacDonald | Jun 26, 2019 | With Your Family in Mind
The New Tax Law Means it is Now Time to Review Your Estate Plan The tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast majority of estates will not have to pay federal estate tax. It does not mean you should ignore its impact on your...
by Gina G. MacDonald | May 26, 2019 | With Your Family in Mind
Be on the Lookout for New Medicare Cards The federal government is issuing new Medicare cards to all Medicare beneficiaries. To prevent fraud and fight identity theft, the new cards will no longer have beneficiaries’ Social Security numbers on them. The Center for...
by Gina G. MacDonald | Apr 25, 2019 | With Your Family in Mind
Five Rights That Trust Beneficiaries Have If you are a “current” beneficiary of a trust and you are not also the Trustee, it may feel like you are at the mercy of the Trustee. If the Trust is “revocable”, trust beneficiaries other than the settlor have very few...
by Gina G. MacDonald | Mar 27, 2019 | With Your Family in Mind
Providing a Transfer was not made in order to qualify for Medi-Cal Medi-Cal imposes a penalty period if you transferred (gifted) assets within five years of applying. What if the transfers had nothing to do with Medi-Cal? For example, what if you made a gift to your...
