The Disjointed Will Plan
One of the most persistent estate planning myths is [...]
Adding More To Our Community
We recently conducted our first live webinar, and, in [...]
Reverse Mortgage – Credit Line – Are They Landmines
[Below is a reprint of a previously published article, [...]
“You Don’t Know as Much as You Think You Do…”
“Trusts” When it comes to trust funding and trust [...]
Lessons From a Lost Dog
Recently, I was approached by a strange dog in [...]
Reopening Probate?
A recent emailed question from a client turned into [...]
Revocable Versus Irrevocable Trusts
A question I get frequently from estate planning clients, [...]
Choosing an Age of Inheritance
[Please note that this is a frequent “reprint” article [...]
Four Keys to Special Needs Estate Planning
Estate planning for a special needs beneficiary can be [...]
Is the Government Your Main Beneficiary?
The two biggest assets most people have are their [...]