Estate Planning…Keep It Super Simple!
Estate Planning Estate Planning can be a complicated area [...]
2021, The Year of Reboot
Last year, I wrote that 2020 was supposed to [...]
Reminder of The Importance of Trust Funding
[Please note that this is a frequent “reprint” article [...]
When Belief Conflicts with Reality and The Law
As I’m writing this on November 16, 2020, the [...]
New Media for a New Year
Last September marked twenty-five years since I became a [...]
Credit Line Landmines
Reverse Mortgage and Credit Line Landmines [Below is a [...]
Trainwrecking Your Estate Planning
The Three Worst Estate Planning Decisions You Can Make [...]
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 [...]