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2911, 2021

The Importance of Trust Funding For Your Estate

By |November 29th, 2021|Categories: Estate Planning, Trust Funds|Tags: , , , , , , |0 Comments

[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 [...]

2311, 2021

The Disjointed Will Plan

By |November 23rd, 2021|Categories: Estate Planning, Probate, Wills|Tags: , , , , |0 Comments

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 [...]

1711, 2021

Adding More To Our Community

By |November 17th, 2021|Categories: Company News, Estate Planning|Tags: , , , , |0 Comments

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 [...]

311, 2021

Reverse Mortgage – Credit Line – Are They Landmines

By |November 3rd, 2021|Categories: Certified Medicaid Planner, Estate Planning, Medicaid, Reverse Mortgages, Senior Information|Tags: , , , , , |0 Comments

[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 [...]

111, 2021

“You Don’t Know as Much as You Think You Do…”

By |November 1st, 2021|Categories: Estate Planning, Trust Funds|Tags: , , , , , |0 Comments

“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 [...]

3110, 2021

Lessons From a Lost Dog

By |October 31st, 2021|Categories: Company News, Estate Planning|Tags: , , , , , |0 Comments

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 [...]

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