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 [...]
Credit Line Landmines
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
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
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
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
“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 [...]