Asset Protection: Selling Inherited House Inside a Trust
There’s an awful lot of an advantage to having a lifetime of asset protection, but is it worth it? Should you keep the proceeds of an inherited house inside Mom’s trust? Does it provide asset protection from creditors, divorcing spouses, and disability/Medicaid spend downs? In this reaction and commentary on a Reddit question, Jeff reviews […]
My Parents Are Doing Estate Planning
What Do I Need to Know? The following was a post to Reddit on the r/estateplanning thread along with my response. The person posting was looking for information on what to expect in the estate planning meeting with their parents and attorney… but most of the traditional attorneys jumped into providing advice to the parents on […]
Andrew Tate and 2023 New Year’s Revolutions
It sounds ridiculous that it even has to be stated, but with the New Year we need to focus on fact-based solutions to our problems… and that will be considered “revolutionary.” As I usually do, I have been on my annual end-of-year break and, unfortunately, I had a chance to dig a few inches deep […]
Will Bank Honor Pre-Arranged Payments After Death?
Pre-Arranged Payments – Simple Solution It seems like there should be a simple solution, but often the simplest solutions have the most complex ramifications and pitfalls. In this blog, I review two posts from Reddit about different options to make sure critical transfers or payments from an account will continue even after death. But can […]
What’s All This ‘Hearsay’ Crap?
What is Hearsay? “Hearsay is a statement, other than one made by the declarant while testifying at the trial or hearing, offered in evidence to prove the truth of the matter asserted.” In this reaction video, I explain in plain English the definition of ‘hearsay’ that kept popping up in the Johnny Depp/Amber Heard trial, and […]
Doesn’t A Revocable Trust Protect Against a Medicaid Spend Down?
A Revocable Trust does not help protect against a Medicaid spend down. It’s an important distinction. In my practice, we use Revocable Trusts for the avoidance of probate as an estate planning tool, NOT as a long-term-care planning tool.
Should I buy pet insurance?
Jeff spoke to Elizabeth Gholson of IPA Family in Raleigh about a topic of interest to anyone who has an animal that is one of the family – pet insurance.
Making Your Home Accessible
Jeff speaks with Jacqi Dix of Personal Access Solutions about the resources available to help someone with a disability to stay in their home.
Supporting those Grieving Through the Use of Social Media
Jeff speaks with Nancy Loeffler of Being With Grief on the use of the social media in the grieving process. Nancy provides advice on how to be supportive of those grieving through the use of social media.
How to Deal with and Respond to the Loss of a Coworker
Jeff speaks with Nancy Loeffler of Being With Grief about how to deal with and respond to the loss of a coworker in the workplace.