Blog

November 27, 2021

Ten Things To Do Before the End of This Year

The end of the year will be here before we know it, but there is still time to get some major estate planning goals accomplished. Here […]
November 19, 2021

Your Joint Accounts and Estate Tax Planning

Joint accounts are a popular estate planning option because they allow the quick transfer of assets after the death of one or more of the joint […]
October 11, 2021

How It Costs You: Medicare Fraud in Nursing Homes

Medicare fraud is currently running rampant, and American taxpayers are left holding the bag. The United States Justice Department recovered more than $2.6 billion in 2019 […]
September 11, 2021

Disabled Children and Your Estate Plan—What’s Best?

For the parents of children with special needs, estate planning is of supreme importance. Without proper estate planning, a disabled child who is unable to live […]
August 24, 2021

5 Common Mistakes with Living Trusts

  A properly prepared and fully funded living trust has many benefits, including avoiding court interference at death and incapacity. But people often make mistakes that […]