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1205, 2020

Special Peace of Mind Estate Plan Offer

By |May 12th, 2020|Categories: General Information|Tags: , , , , |0 Comments

In recent weeks, we have come across people without any form of estate plan express concern that they have nothing in place should disaster strike. And with COVID-19 impacting so many families, [...]

705, 2020

Refinancing a House in Trust

By |May 7th, 2020|Categories: General Information, Trust Funds|Tags: , , , , |0 Comments

We frequently get questions about whether a house inside a revocable living trust can be refinanced. Legal answer? Yes. Practical answer? It depends, and you often get conflicting answers. Mortgage companies have [...]

405, 2020

Six Things Every Estate Planner Should Know About Medicaid Planning

By |May 4th, 2020|Categories: Care Assistance Center, Estate Planning, Financial Planning, Medicaid|Tags: , , , , , |0 Comments

There comes a time in every estate planner’s career when their clients come to them about protecting a lifetime of savings from the nursing home, whether the long term care is for them or [...]

105, 2020

A Tale of Two Estates: Michael Jackson v. Anna Nicole Smith

By |May 1st, 2020|Categories: Estate Planning, Probate, Trust Funds|Tags: , , , , , , |0 Comments

Not all celebrity estates are the same, despite how the 24-hour news media portrays things. Going back several years, the contrast between the estates of the Playboy model and reality TV star Anna Nicole [...]

3004, 2020

Why I Do What I Do

By |April 30th, 2020|Categories: General Information|Tags: , , , , , , |0 Comments

I've seen how bad planning can impact one grandparent's estate, and I've seen how good planning has been able to save another grandparent's property and entire life savings from having to be [...]