Special Peace of Mind Estate Plan Offer
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, [...]
Perspectives of a 92-Year-Old Economist
Here I am at 92 still learning important lessons. Let me tell you a story. As things have changed, like not being able to drive and the deterioration of my vision due to an [...]
Refinancing a House in Trust
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 [...]
Six Things Every Estate Planner Should Know About Medicaid Planning
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 [...]
A Tale of Two Estates: Michael Jackson v. Anna Nicole Smith
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 [...]
Why I Do What I Do
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 [...]