March 26, 2018
What Does it Mean to “Age Gracefully”…Sally and John Know
You may remember Sally and John…I’ve written about them in earlier posts. To refresh your…
March 6, 2018
Joshua says, “I’m Single…Why Do I Need an Estate Plan?”
Joshua, great question…and one we get asked all the time from young professionals and couples…
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 19, 2018
After 41 Years of Marriage, it’s over…now what Happens?
Long-time clients, Dave and Marge (names changed to protect my clients), broke the bad news…
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…
February 1, 2018
3 Planning Methods Everyone Needs to Know About Using Medicaid and NOT LOSE their Assets
We had an interesting discussion with “Jane” (not her real name) in our office the…
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…
