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Estate Planning…Keep It Super Simple!

By |January 7th, 2021|Categories: Estate Planning|Tags: , , , , , |

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

By |January 5th, 2021|Categories: Company News, Estate Planning|Tags: , , , , , |

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

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 [...]

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