The first article by Lee M. Holmes, CELA, originally appeared in
the publication NAELA NEWS.
Other articles
are written by Mark A. Hyjek.
(6)
Library of Interest
The Library of Interest contains
educational and general information articles for seniors and their families.
Articles will
be added on a regular basis.
Information
for Trustees
Many people becoming trustees for the first
time ask questions such as "What is a trust?" "What taxes
must I pay as a trustee?" or "Am I required to file annual
reports with a Court?" Most people have little experience
with trusts before establishing one.
Applying for Social Security Online
The Social Security Administration has made
the process of applying for retirement benefits easier and
more accessible for those technically inclined.
2005
Long-Term MediCal Eligibility Numbers
Each year, the Department of Health Services
(the state agency which operates the MediCal system) announces
a series of numbers pertinent to qualifying for Long-Term
Care MediCal.
Capital
Gains Exclusion on Sale of Residence
The
sale of a person’s residence or former residence involves
many issues. Perhaps one of the most important issue can be
the extent to which the sale will create taxable gains for
the taxpayer(s). This information is only a general outline
of one aspect of capital gains on the sale of the primary
residence; for additional information and information specifically
applicable to you, please be sure to consult with your personal
tax advisor.
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