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 [...]
Revocable Versus Irrevocable Trusts
A question I get frequently from estate planning clients, [...]
I Can’t Believe He’s Eighteen
On a recent trip to the Northeast, we stopped [...]
Reverse Mortgage and Credit Line Landmines
[Below is a reprint of a previously published article, [...]