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2602, 2021

Non-Profit 501c4s versus Charitable 501c3s

By |February 26th, 2021|Categories: Company News, General Information, Tax Information|Tags: , , , , , , , |0 Comments

While I’m an Estate and Medicaid planning attorney, I have also been involved in civic groups and charities for more than 20 years, and I often see a lot of confusion over how 501c3s [...]

902, 2021

This Is A Deed Scam

By |February 9th, 2021|Categories: General Information, Tax Information|Tags: , , , , , |0 Comments

Unfortunately, this is now happening on a consistent basis. Some of our clients are being targeted in a deed scam. I’m not talking about a swindle where our clients are losing their property, but [...]

302, 2021

(Please Don’t Have A) Tax Panic Attack

By |February 3rd, 2021|Categories: Estate Planning, Financial Planning, Tax Information|0 Comments

It seems that every time there is a change in presidential administrations, my office gets flooded with questions about the new President’s tax plan and how it will impact their estate strategy. While some [...]

102, 2021

“Get a Trust Certification Form”=”Go Buy a Car”

By |February 1st, 2021|Categories: Legal Info, Trust Funds|Tags: , , , , , |0 Comments

A company CEO calls his executive assistant into his office. CEO: “I need you to go buy a car for me to pick up 28 days from now.” Assistant: “OK, what model do you [...]

1101, 2021

Medicaid DOES Care if you Gift $15,000

By |January 11th, 2021|Categories: Care Assistance Center, Certified Medicaid Planner, Medicaid, Medicaid Knowledge, Senior Information|Tags: , , , , , |0 Comments

[PLEASE NOTE THIS IS A REPRINT. BECAUSE THIS SUBJECT IS SO CRITICAL TO OUR CLIENTS AND THE GENERAL PUBLIC, WE WANT TO MAKE SURE THIS INFORMATION REMAINS TOP OF MIND.] It’s an extremely common [...]

701, 2021

Estate Planning…Keep It Super Simple!

By |January 7th, 2021|Categories: Estate Planning|Tags: , , , , , |0 Comments

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 [...]

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