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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 [...]

(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 [...]

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 [...]

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 [...]

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 [...]

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, [...]

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