February 27, 2018
Top 5 Reasons Why “Tax Reform” Won’t Change Your Estate Strategy
Whenever someone talks about the new “tax reform” program, people get excited about how this…
February 9, 2018
5 Critical Steps Before Applying For Veterans Benefits
If I asked a group of 100 people the definition of “Veteran’s Benefits,” I would…
February 2, 2018
Do You Know Your Current Level of Personal Risk?
Now you can get a good indication of whether it is High, Medium, or Low…and…
December 19, 2017
Next-Generation Donors Will Revolutionize Giving
Bruce DeBoskey published an interesting book review in the Dec 15, 2017, edition of WealthManagement.com Morning…
December 6, 2017
Estate planning options for dealing with an addict
Kevin L. Johns published an interesting article in the December 5, 2017, Morning Memo on…
November 17, 2017
Tactfully Approach Key Issues with Elderly Loved Ones This Season
The staff at Elder Counsel offers advice on discussing issues with elderly loved ones this…
November 16, 2017
Beware of Ponzi Schemes
The Wealth Management.com Staff reported on November 16, 2017, that a dozen or more Ponzi…
November 1, 2017
Do you want everyone to know what left to your children?
Many people are not aware that lack of privacy is a significant disadvantage of using…
October 23, 2017
Estate Planning is for the Living…Here’s Why
Whenever I have a conversation with someone about Estate Planning, the first thought is what…