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Reminder of The Importance of Trust Funding

By |November 30th, 2020|Categories: Estate Planning, Financial 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 [...]

When Belief Conflicts with Reality and The Law

By |November 24th, 2020|Categories: Company News, Estate Planning|Tags: , , , , , , , |

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

By |November 19th, 2020|Categories: Company News, Estate Planning|Tags: , , , , , |

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 [...]

Credit Line Landmines

By |November 4th, 2020|Categories: Reverse Mortgages|Tags: , , , , , , |

Reverse Mortgage and Credit Line Landmines [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 [...]

Trainwrecking Your Estate Planning

By |October 29th, 2020|Categories: Estate Planning, General Information|Tags: , , , , , |

The Three Worst Estate Planning Decisions You Can Make When it comes to estate planning, which also means planning for incapacity, there are a lot of decisions to make. Unfortunately, a lot of attorneys, [...]

Eight Steps Every Senior Should Take

By |October 27th, 2020|Categories: Estate Planning, Financial Planning, Senior Information|Tags: , , , , , |

Estate Documents Seniors Should Have In Place I was recently asked to spell out the basic things that every senior should have in place, and I came up with eight specific items. While there [...]

Co-Trustees Means Multiplying the Work, Not Spreading it Around

By |October 6th, 2020|Categories: Estate Planning, General Information|Tags: , , , , , , |

This is a reprinted article from 2019 that I felt was worthy of republishing just because the subject of co-trustees or co-powers of attorney has been coming up quite a bit lately.--JGM “In the [...]

Leveraged Generational Planning

By |October 1st, 2020|Categories: Estate Planning, Financial Planning|Tags: , , , , , |

“Give me a lever long enough and a fulcrum on which to place it, and I shall move the world.”--Archimedes One of the biggest missed opportunities is families doing estate, financial, and retirement planning [...]

The Big Probate Lie Financial Institutions Tell

By |September 29th, 2020|Categories: Estate Planning, Probate|Tags: , , , , , , |

There is one, big lie about probate that financial companies tell their clients all of the time. Unfortunately, many of the professionals at these banks and institutions have no idea that they are telling [...]

The Adjustments: The Last Chapter

By |September 3rd, 2020|Categories: Guest Blog|Tags: , , , , |

By Our Friend Bernie K. After revisiting the previous blog post entitled Lesson from Lauren I realized there was an important additional lesson to learn. I’m 92 and never expected to be here. I’ve outlived [...]

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