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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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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. [...]

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