The Importance of Trust Funding For Your Estate
[Please note that this is a frequent “reprint” article [...]
The Disjointed Will Plan
One of the most persistent estate planning myths is [...]
Adding More To Our Community
We recently conducted our first live webinar, and, in [...]
Reverse Mortgage – Credit Line – Are They Landmines
[Below is a reprint of a previously published article, [...]
“You Don’t Know as Much as You Think You Do…”
“Trusts” When it comes to trust funding and trust [...]
Lessons From a Lost Dog
Recently, I was approached by a strange dog in [...]
The “Snapshot” Date in Medicaid Planning
[From Mr. Marsocci’s book The Long Term Care Solution]. [...]
Educational Programs Launched with Special Pricing
The educational programs are now live! As mentioned in [...]
Reopening Probate?
A recent emailed question from a client turned into [...]
The Medicaid Squeeze Can Be Reversed
[Please note that this is a frequent “reprint” article [...]