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902, 2021

This Is A Deed Scam

By |February 9th, 2021|Categories: General Information, Tax Information|Tags: , , , , , |0 Comments

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 [...]

302, 2021

(Please Don’t Have A) Tax Panic Attack

By |February 3rd, 2021|Categories: Estate Planning, Financial Planning, Tax Information|0 Comments

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 [...]

102, 2021

“Get a Trust Certification Form”=”Go Buy a Car”

By |February 1st, 2021|Categories: Legal Info, Trust Funds|Tags: , , , , , |0 Comments

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: [...]

1101, 2021

Medicaid DOES Care if you Gift $15,000

By |January 11th, 2021|Categories: Care Assistance Center, Certified Medicaid Planner, Medicaid, Medicaid Knowledge, Senior Information|Tags: , , , , , |0 Comments

[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 [...]

701, 2021

Estate Planning…Keep It Super Simple!

By |January 7th, 2021|Categories: Estate Planning|Tags: , , , , , |0 Comments

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. [...]

501, 2021

2021, The Year of Reboot

By |January 5th, 2021|Categories: Company News, Estate Planning|Tags: , , , , , |0 Comments

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 [...]

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