(Please Don’t Have A) Tax Panic Attack
It seems that every time there is a change [...]
“Get a Trust Certification Form”=”Go Buy a Car”
A company CEO calls his executive assistant into his [...]
Medicaid DOES Care if you Gift $15,000
[PLEASE NOTE THIS IS A REPRINT. BECAUSE THIS SUBJECT [...]
Estate Planning…Keep It Super Simple!
Estate Planning Estate Planning can be a complicated area [...]
2021, The Year of Reboot
Last year, I wrote that 2020 was supposed to [...]
Reminder of The Importance of Trust Funding
[Please note that this is a frequent “reprint” article [...]
When Belief Conflicts with Reality and The Law
As I’m writing this on November 16, 2020, the [...]
New Media for a New Year
Last September marked twenty-five years since I became a [...]
Credit Line Landmines
Reverse Mortgage and Credit Line Landmines [Below is a [...]
Trainwrecking Your Estate Planning
The Three Worst Estate Planning Decisions You Can Make [...]