Co-Trustees Means Multiplying the Work, Not Spreading it Around
This is a reprinted article from 2019 that I [...]
The 800-Pound Gorilla in the Room
Our office has a new mascot with a very [...]
Scam Alert – Deed Scam
Deed Scam! Unfortunately, this happens every few [...]
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. [...]