Four Fatal Medicaid Mistakes ( Even With a Good Medicaid GamePlan™ )
It has now been more than six years since [...]
Non-Profit 501c4s versus Charitable 501c3s
While I’m an Estate and Medicaid planning attorney, I [...]
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 [...]