The Importance of Trust Funding For Your Estate
[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
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
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
[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…”
“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
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
[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
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?
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
[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 [...]