Choosing an Age of Inheritance
Over the years, many of my clients have had [...]
Post- SECURE Act Generational Planning
The SECURE Act passed in late 2019 dumped a [...]
Jeff Launches The Plain English Legal Podcast
The Plain English Legal Podcast™ In order more fully [...]
Security Against the SECURE Act; Webinar Invitation
Something many financial professionals agree on is the SECURE [...]
Special Peace of Mind Estate Plan Offer
In recent weeks, we have come across [...]
Perspectives of a 92-Year-Old Economist
Here I am at 92 still learning important lessons. [...]
Refinancing a House in Trust
We frequently get questions about whether a [...]
Six Things Every Estate Planner Should Know About Medicaid Planning
There comes a time in every estate planner’s career [...]
A Tale of Two Estates: Michael Jackson v. Anna Nicole Smith
Not all celebrity estates are the same, despite how [...]
Why I Do What I Do
I've seen how bad planning can impact [...]