Non-Profit 501c4s versus Charitable 501c3s
While I’m an Estate and Medicaid planning attorney, I have also been involved in civic groups and charities for more than 20 years, and I often see a lot of confusion over how 501c3s [...]
This Is A Deed Scam
Unfortunately, this is now happening on a consistent basis. Some of our clients are being targeted in a deed scam. I’m not talking about a swindle where our clients are losing their property, but [...]
(Please Don’t Have A) Tax Panic Attack
It seems that every time there is a change in presidential administrations, my office gets flooded with questions about the new President’s tax plan and how it will impact their estate strategy. While some [...]
“Get a Trust Certification Form”=”Go Buy a Car”
A company CEO calls his executive assistant into his office. CEO: “I need you to go buy a car for me to pick up 28 days from now.” Assistant: “OK, what model do you [...]
Medicaid DOES Care if you Gift $15,000
[PLEASE NOTE THIS IS A REPRINT. BECAUSE THIS SUBJECT IS SO CRITICAL TO OUR CLIENTS AND THE GENERAL PUBLIC, WE WANT TO MAKE SURE THIS INFORMATION REMAINS TOP OF MIND.] It’s an extremely common [...]
Estate Planning…Keep It Super Simple!
Estate Planning Estate Planning can be a complicated area of law to navigate if you don’t do it every day, but it shouldn’t be overly complicated on your part. This becomes important all of [...]
2021, The Year of Reboot
Last year, I wrote that 2020 was supposed to be the year of clear vision. Unfortunately, the COVID-19 pandemic laid waste to those plans and put the entire world into a holding pattern. Instead, [...]
Reminder of The Importance of Trust Funding
[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 [...]
When Belief Conflicts with Reality and The Law
As I’m writing this on November 16, 2020, the 2020 presidential election is over, and the various states are going through the election certification process as well as a few recounts. Democratic challenger Joe [...]
New Media for a New Year
Last September marked twenty-five years since I became a licensed attorney. In that time, the vast majority of my practice has been focused on estate planning, and in recent years I have been producing [...]