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The Importance of Trust Funding For Your Estate

By |November 29th, 2021|Categories: Estate Planning, Trust Funds|Tags: , , , , , , |

[Please note that this is a frequent “reprint” article for our office. We intentionally re-release this important information every six months to our clients through the newsletter and blog to emphasize how critical asset [...]

The Disjointed Will Plan

By |November 23rd, 2021|Categories: Estate Planning, Probate, Wills|Tags: , , , , |

One of the most persistent estate planning myths is that having a Last Will and Testament is a complete estate plan. Unfortunately, this is simply not true, and it can leave your beneficiaries confused [...]

Adding More To Our Community

By |November 17th, 2021|Categories: Company News, Estate Planning|Tags: , , , , |

We recently conducted our first live webinar, and, in all honesty, it was a blast. It was a lot of hard work by both Janelle and me, but it was well worth it. There [...]

Reverse Mortgage – Credit Line – Are They Landmines

By |November 3rd, 2021|Categories: Certified Medicaid Planner, Estate Planning, Medicaid, Reverse Mortgages, Senior Information|Tags: , , , , , |

[Below is a reprint of a previously published article, but the situation keeps coming up, especially in these tougher economic times for seniors. While a reverse mortgage and line of credit can provide a [...]

“You Don’t Know as Much as You Think You Do…”

By |November 1st, 2021|Categories: Estate Planning, Trust Funds|Tags: , , , , , |

“Trusts” When it comes to trust funding and trust settlement, many bank employees don’t know as much as they think they do. Unfortunately, it seems to be getting worse in some areas, but it [...]

Lessons From a Lost Dog

By |October 31st, 2021|Categories: Company News, Estate Planning|Tags: , , , , , |

Recently, I was approached by a strange dog in the early morning hours in the Planet Fitness parking lot. She was a sweet, younger Huskie, and was clearly lost. She had a collar with [...]

The “Snapshot” Date in Medicaid Planning

By |October 4th, 2021|Categories: Medicaid, Senior Information|Tags: , , , , , |

[From Mr. Marsocci’s book The Long Term Care Solution]. The snapshot date in Medicaid planning is simply the date that the person entered the nursing home, and therefore is “locked in” to how their [...]

Educational Programs Launched with Special Pricing

By |September 29th, 2021|Categories: Courses|Tags: , , , , , , |

The educational programs are now live! As mentioned in previous articles, we made substantial investments in both time and resources to create online educational programs. Several of these programs are now online for sale, [...]

Reopening Probate?

By |September 24th, 2021|Categories: Estate Planning, Probate, Questions & Answers|Tags: , , , , , |

A recent emailed question from a client turned into a good opportunity to address the subject of reopening an already closed probate case in order to cash a check that turned up in the [...]

The Medicaid Squeeze Can Be Reversed

By |September 4th, 2021|Categories: Care Assistance Center, Certified Medicaid Planner, Medicaid, Medicaid Knowledge, Senior Information|Tags: , , , , , , , , , , |

[Please note that this is a frequent “reprint” article for our office. We intentionally re-release important information to our clients through the newsletter because the issue tends to come up. If you have any [...]

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