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Posts

2019-01-17: Basis: A tax concept that your must understand.
2019-01-16: CAUTION: Five critical estate planning mistakes.
2019-01-11: Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
2018-04-26: Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves
2018-04-11: Are You Cooking a Big Pot of Spaghetti to Dump on Your Loved Ones – Or Are You Expertly Planning the Preservation and Disposition of Your Estate?
2018-03-13: Four Simple Estate Planning Truths
2017-11-09: Does My Estate Plan Need to Include My Vacation Property?
2017-10-26: Estate Planning Isn’t Spooky! But not planning can be downright terrifying.
2017-09-28: How A Living Trust Helps Your Family
2017-09-14: Estate Planning For the Newly Married
2017-08-31: 4 Estate Planning Steps You Must Take After the Death of a Spouse
2017-08-17: Estate Planning: Why Me, Why Now, and Is a Will Enough?
2017-08-03: Do You Really Need A Trust?
2017-07-20: Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?
2017-07-06: Tips for Working with a Law Firm
2017-06-22: Money Isn’t Everything in Estate Planning
2017-06-08: 3 Ways Your Trust Can Help a Loved One With Mental Illness
2017-05-25: Tools You Can Use to Leave Words of Wisdom to the Next Generation
2017-05-11: The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
2017-04-27: Which life events require an immediate estate plan update?
2017-04-13: Safeguarding Your Estate Plan Against Three Worst-Case Scenarios
2017-03-30: 5 Reasons to Embrace the Emotional Nature of Estate Planning
2017-03-16: Do It Now: Name a Guardian for Your Minor Child(ren)
2017-03-03: The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them
2017-02-23: Who Needs an Estate Plan?
2017-02-16: How to Pick a Trustee, Executor, Personal Representative, or Agent under a Power of Attorney
2017-02-09: A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation
2017-02-02: Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment
2015-10-14: Even Vampires Need Estate Planning
2015-10-12: Heard this from your client? “I need to find a nursing home for my mom.”
2015-08-09: CAUTION: The Trust Protection Myth — Your Revocable Trust Protects Against Lawsuits
2015-08-04: Can My Dog Sue Me?
2015-07-08: A True And Sad Story
2015-06-30: Three Liability Planning Tips for Physicians That Anyone Can Use!
2015-06-24: Where Is The Best Place To Store Original Estate Planning Documents?
2015-06-18: Free Lunch — Meet Your New Estate Planning Attorney.
2015-06-13: Four Steps to Stop Mail Addressed to a Deceased Person
2015-06-10: Did Last Year’s U.S. Supreme Court Decision Put Your IRA At Risk? What’s The Solution?
2015-06-09: Is A Revocable Living Trust Estate Plan Right For You Or Your Client?
2015-06-05: When A Loved One Dies What Documents Do I Need?
2015-06-03: The Shocking Truth About Asset Protection Planning
2015-05-29: Protect those you love!
2015-05-28: Power of a Living Trust

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