Medium Alternate2017-05-20T16:43:14-05:00
2909, 2022

They Passed, But I Need To Get Into Their Bank Account

By |September 29th, 2022|Categories: Legal Info, Wills|Tags: , , , , |0 Comments

The situation is extremely typical among people who haven’t had to deal with a probate estate before, and my office gets these initial calls all the time. “So-and-so passed [...]

2009, 2022

Millennial Planning Challenges and Opportunities

By |September 20th, 2022|Categories: Estate Planning, Young Adults|Tags: , , , , |0 Comments

Millennial planning consists of unique challenges that Boomers and Gen X have not had to face. These challenges include financial, legal, and family problems including estate planning issues probably [...]

809, 2022

The Married ABC Trust and Tax ID Numbers

By |September 8th, 2022|Categories: Tax Information, Trust Funds|Tags: , , , , |0 Comments

A big thanks to a subscriber who sent in a question about the “Married ABC Trust” and how the tax ID numbers work. In this video, I explain how [...]

609, 2022

Car “Accident” Leads to STD Case

By |September 6th, 2022|Categories: General Information, Legal Info|Tags: , , , |0 Comments

Car “Accident” Leads to STD Case and $5.2 Million Bill to Car Insurance Company The media loves a sensationalized story, especially one that gets people angry enough to [...]

2908, 2022

DIY Trust Disaster Waiting To Happen

By |August 29th, 2022|Categories: General Information, Trust Funds|Tags: , , , , , |0 Comments

I occasionally go on Reddit and respond to posts in the r/estateplanning section. This time, it was to help warn someone about trying to do their own [...]

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