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 [...]
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 [...]
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 [...]
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 [...]
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, [...]
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 [...]