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Serving the legal needs of San Diego's elder and disabled communities
San Diego Elder Law Center E-News
San Diego Elder Law Center, serving the legal needs of San Diego's elder and disabled communities, their families and caregivers
March 2007 - Vol 2, Issue 3
In This Issue
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Of Further Interest . . .
 
Thank you for subscribing to our e-newsletter! We hope you find the contents relevant, interesting and informative. Please give us your feedback on these articles, and ideas for future articles that would interest you. You can reach us for comments and other info at www.sandiegoelderlaw.com.
Some economists are contending that many Americans could be saving less for retirement than the financial services industry's online calculators are advising them to set aside. In an article in The New York Times, these economists say that the ostensibly objective online calculators of firms like Fidelity and Vanguard overstate how much money someone will need in retirement – by as much as double the amount actually needed.


 

Reports the Times: "For a middle-income couple, that could mean trading $400,000 in retirement money for about $3,000 a year more during prime working years to spend on education or home improvement." For many American households, that’s a lot of money . . .


 
The rules surrounding taxes on gifts often create confusion during tax season – or any other time! Do you know if you need to file file a Form 709, the gift tax return? Here are some of the nuts and bolts of the gift tax . . .


 
With the number of baby boomer motorists growing rapidly, the Department of Motor Vehicles is driving toward implementing new standards. A pilot program, set to begin at several DMV's this spring, is geared at testing health and fitness issues of senior citizens.


 
When it comes to long-term care, which type of care is cheaper? A common misperception is that receiving care at home is less expensive than receiving care at an assisted living facility or a nursing home.

This publication is intended for general information purposes only. It is not intended to constitute individual legal advice to any specific client.

 

San Diego Elder Law Center: Our knowledge, your peace of mind . . .

Serving the legal needs of San Diego's elder and disabled communities
Philip P. Lindsley, Certified Elder Law Attorney

San Diego Elder Law Center


 

phone: 619-235-4357