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 [...]