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Blog Full Width2017-05-20T16:43:14-05:00

Reminder of The Importance of Trust Funding

[Please note that this is a frequent “reprint” article for our office. We intentionally re-release this important information every six months to our clients through the newsletter and blog to emphasize how critical asset titling and beneficiary designation selection is to making sure a revocable [...]

When Belief Conflicts with Reality and The Law

As I’m writing this on November 16, 2020, the 2020 presidential election is over, and the various states are going through the election certification process as well as a few recounts. Democratic challenger Joe Biden has a lead of more than 5.5 million votes nationwide [...]

New Media for a New Year

Last September marked twenty-five years since I became a licensed attorney. In that time, the vast majority of my practice has been focused on estate planning, and in recent years I have been producing useful videos and other media to provide simple answers to complex [...]

Credit Line Landmines

Reverse Mortgage and Credit Line Landmines [Below is a reprint of a previously published article, but the situation keeps coming up, especially in these tougher economic times for seniors. While a reverse mortgage and line of credit can provide a temporary, short-term solution to a [...]

Trainwrecking Your Estate Planning

The Three Worst Estate Planning Decisions You Can Make When it comes to estate planning, which also means planning for incapacity, there are a lot of decisions to make. Unfortunately, a lot of attorneys, clients, and popular literature overcomplicate things and gloss over the extremely [...]

Eight Steps Every Senior Should Take

Estate Documents Seniors Should Have In Place I was recently asked to spell out the basic things that every senior should have in place, and I came up with eight specific items. While there are certainly more, this is a broad list of the most [...]

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