Post- SECURE Act Generational Planning
The SECURE Act passed in late 2019 dumped a [...]
Refinancing a House in Trust
We frequently get questions about whether a [...]
A Tale of Two Estates: Michael Jackson v. Anna Nicole Smith
Not all celebrity estates are the same, despite how [...]
Clients Who Think They Know Better
While this one is humorous and mainly [...]
Helping Clients During a Shelter in Place Order
As an essential business during emergency orders [...]
The Five Supervillains of Generational Planning
We had a little fun with this [...]
Does Your Family Have Generational Financial Security?
The bad news is it probably doesn't. [...]
2020 and New Year’s Revolutions
Just about everyone wants to set some New Year’s [...]
Protecting Generational Inheritances
The economy is changing, wealth is shifting, and the [...]
Is it time for the LGBTQ community to get their houses in order?
The LGBT Community is bracing itself under the new Trump Administration. It’s not a time to panic, but it is time for members of the community to get their houses in order.