This Is A Deed Scam
Unfortunately, this is now happening on a consistent basis. Some of our clients are being targeted in a deed scam. I’m not talking about a swindle where our clients [...]
(Please Don’t Have A) Tax Panic Attack
It seems that every time there is a change in presidential administrations, my office gets flooded with questions about the new President’s tax plan and how it will impact [...]
“Get a Trust Certification Form”=”Go Buy a Car”
A company CEO calls his executive assistant into his office. CEO: “I need you to go buy a car for me to pick up 28 days from now.” Assistant: [...]
Medicaid DOES Care if you Gift $15,000
[PLEASE NOTE THIS IS A REPRINT. BECAUSE THIS SUBJECT IS SO CRITICAL TO OUR CLIENTS AND THE GENERAL PUBLIC, WE WANT TO MAKE SURE THIS INFORMATION REMAINS TOP OF [...]
Estate Planning…Keep It Super Simple!
Estate Planning Estate Planning can be a complicated area of law to navigate if you don’t do it every day, but it shouldn’t be overly complicated on your part. [...]
2021, The Year of Reboot
Last year, I wrote that 2020 was supposed to be the year of clear vision. Unfortunately, the COVID-19 pandemic laid waste to those plans and put the entire world [...]