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Timeline2017-05-20T16:43:14-05:00

November 2020

Reminder of The Importance of Trust Funding

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[Please note that this is a frequent “reprint” article for our office. We intentionally re-release this important information every six months to our clients through the newsletter and blog to emphasize how critical asset [...]

When Belief Conflicts with Reality and The Law

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As I’m writing this on November 16, 2020, the 2020 presidential election is over, and the various states are going through the election certification process as well as a few recounts. Democratic challenger Joe [...]

Credit Line Landmines

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Reverse Mortgage and Credit Line Landmines [Below is a reprint of a previously published article, but the situation keeps coming up, especially in these tougher economic times for seniors. While a reverse mortgage and [...]

October 2020

Trainwrecking Your Estate Planning

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The Three Worst Estate Planning Decisions You Can Make When it comes to estate planning, which also means planning for incapacity, there are a lot of decisions to make. Unfortunately, a lot of attorneys, [...]

Eight Steps Every Senior Should Take

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Estate Documents Seniors Should Have In Place I was recently asked to spell out the basic things that every senior should have in place, and I came up with eight specific items. While there [...]

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