Medicaid DOES Care if you Gift $15,000
[PLEASE NOTE THIS IS A REPRINT. BECAUSE THIS SUBJECT [...]
2021, The Year of Reboot
Last year, I wrote that 2020 was supposed to [...]
Credit Line Landmines
Reverse Mortgage and Credit Line Landmines [Below is a [...]
The Big Probate Lie Financial Institutions Tell
There is one, big lie about probate that financial [...]
The Adjustments: The Last Chapter
By Our Friend Bernie K. After revisiting the previous [...]
Jeff Becomes Civitan District Editor
After a brief volunteering hiatus, Jeff has accepted a [...]
The 800-Pound Gorilla in the Room
Our office has a new mascot with a very [...]
Post- SECURE Act Generational Planning
The SECURE Act passed in late 2019 dumped a [...]
No. 9 of the Top Ten Medicaid Don’ts
A reverse mortgage is often a short-term [...]
Helping Clients During a Shelter in Place Order
As an essential business during emergency orders [...]