Security Against the SECURE Act; Webinar Invitation
Something many financial professionals agree on is the SECURE [...]
Special Peace of Mind Estate Plan Offer
In recent weeks, we have come across [...]
Perspectives of a 92-Year-Old Economist
Here I am at 92 still learning important lessons. [...]
Refinancing a House in Trust
We frequently get questions about whether a [...]
Six Things Every Estate Planner Should Know About Medicaid Planning
There comes a time in every estate planner’s career [...]
A Tale of Two Estates: Michael Jackson v. Anna Nicole Smith
Not all celebrity estates are the same, despite how [...]
Why I Do What I Do
I've seen how bad planning can impact [...]
Adapting to Zoom Life
Ways to Keep Safely Moving Forward While the worldwide [...]
No. 9 of the Top Ten Medicaid Don’ts
A reverse mortgage is often a short-term [...]
Clients Who Think They Know Better
While this one is humorous and mainly [...]