Eight Steps Every Senior Should Take
Estate Documents Seniors Should Have In Place I was [...]
Co-Trustees Means Multiplying the Work, Not Spreading it Around
This is a reprinted article from 2019 that I [...]
Leveraged Generational Planning
“Give me a lever long enough and a fulcrum [...]
The Big Probate Lie Financial Institutions Tell
There is one, big lie about probate that financial [...]
The Adjustments: The Last Chapter
By Our Friend Bernie K. After revisiting the previous [...]
The Natural Born Citizen Requirement
The recent appointment of U.S. Senator Kamala Harris as former [...]
Jeff Becomes Civitan District Editor
After a brief volunteering hiatus, Jeff has accepted a [...]
Special Needs Trust
Do You Need a Special Needs Trust? [...]
Real Estate in Revocable Living Trusts
Dealing with Real Estate in Revocable Living [...]
The 800-Pound Gorilla in the Room
Our office has a new mascot with a very [...]