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3011, 2020

Reminder of The Importance of Trust Funding

By |November 30th, 2020|Categories: Estate Planning, Financial 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 [...]

2411, 2020

When Belief Conflicts with Reality and The Law

By |November 24th, 2020|Categories: Company News, Estate Planning|Tags: , , , , , , , |0 Comments

As I’m writing this on November 16, 2020, the 2020 presidential election is over, and the various states are going through the election certification process as well as a [...]

1911, 2020

New Media for a New Year

By |November 19th, 2020|Categories: Company News, Estate Planning|Tags: , , , , , |0 Comments

Last September marked twenty-five years since I became a licensed attorney. In that time, the vast majority of my practice has been focused on estate planning, and in recent [...]

411, 2020

Credit Line Landmines

By |November 4th, 2020|Categories: Reverse Mortgages|Tags: , , , , , , |0 Comments

Reverse Mortgage and Credit Line Landmines [Below is a reprint of a previously published article, but the situation keeps coming up, especially in these tougher economic times for seniors. [...]

2910, 2020

Trainwrecking Your Estate Planning

By |October 29th, 2020|Categories: Estate Planning, General Information|Tags: , , , , , |0 Comments

The Three Worst Estate Planning Decisions You Can Make When it comes to estate planning, which also means planning for incapacity, there are a lot of decisions to make. [...]

2710, 2020

Eight Steps Every Senior Should Take

By |October 27th, 2020|Categories: Estate Planning, Financial Planning, Senior Information|Tags: , , , , , |0 Comments

Estate Documents Seniors Should Have In Place I was recently asked to spell out the basic things that every senior should have in place, and I came up with [...]

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