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 [...]
Trainwrecking Your Estate Planning
The Three Worst Estate Planning Decisions You Can Make [...]
Eight Steps Every Senior Should Take
Estate Documents Seniors Should Have In Place I was [...]
Co-Trustees Means Multiplying the Work, Not Spreading it Around
This is a reprinted article from 2019 that I [...]
Leveraged Generational Planning
“Give me a lever long enough and a fulcrum [...]
The Big Probate Lie Financial Institutions Tell
There is one, big lie about probate that financial [...]
Real Estate in Revocable Living Trusts
Dealing with Real Estate in Revocable Living [...]
Choosing an Age of Inheritance
Over the years, many of my clients have had [...]
Jeff Launches The Plain English Legal Podcast
The Plain English Legal Podcast™ In order more fully [...]