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This Is A Deed Scam

Unfortunately, this is now happening on a consistent basis. Some of our clients are being targeted in a deed scam. I’m not talking about a swindle where our clients are losing their property, but something much simpler and smaller. Once our clients create a revocable [...]

(Please Don’t Have A) Tax Panic Attack

It seems that every time there is a change in presidential administrations, my office gets flooded with questions about the new President’s tax plan and how it will impact their estate strategy. While some clients are merely curious, others are deeply concerned about their finances [...]

By |February 3rd, 2021|Categories: Estate Planning, Financial Planning, Tax Information|0 Comments

“Get a Trust Certification Form”=”Go Buy a Car”

A company CEO calls his executive assistant into his office. CEO: “I need you to go buy a car for me to pick up 28 days from now.” Assistant: “OK, what model do you want? What kind of features do you want in it? How [...]

Medicaid DOES Care if you Gift $15,000

[PLEASE NOTE THIS IS A REPRINT. BECAUSE THIS SUBJECT IS SO CRITICAL TO OUR CLIENTS AND THE GENERAL PUBLIC, WE WANT TO MAKE SURE THIS INFORMATION REMAINS TOP OF MIND.] It’s an extremely common mistake made by families trying to handle Care Assistance Planning on [...]

Estate Planning…Keep It Super Simple!

Estate Planning Estate Planning can be a complicated area of law to navigate if you don’t do it every day, but it shouldn’t be overly complicated on your part. This becomes important all of the time but especially this time of year when people are [...]

2021, The Year of Reboot

Last year, I wrote that 2020 was supposed to be the year of clear vision. Unfortunately, the COVID-19 pandemic laid waste to those plans and put the entire world into a holding pattern. Instead, we had huge amounts of people infected, wildfires galore, nationwide protests, [...]

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