Some kind of tagline?
Many potential clients ask me to establish a trust for them because they wish to avoid the nefarious “court probate process.” However, in many cases, I end up giving these clients other mor...
Read MoreThe first question I ask during an estate planning consultation is "what are your estate planning goals?" Seven out of ten times, clients are not even aware that they should identify what their goals...
Read MoreWhat happens when you don’t have a power of attorney for health or property in place and you have an accident or illness that renders you unable to communicate or incompetent to make sound decision...
Read MoreHave you had the “conversation” with your spouse or parents regarding how they would like to spend their senior years? Does it seem a little awkward getting started? The purpose of this article i...
Read MoreWhen determining your eligibility for Medicaid benefits, all of your assets and income will be examined. Your assets will be designated either exempt (not countable for determining eligibility)...
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