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Author Archives: Jon McCarty

Sep92016
Don't Be an Estate Plan Procrastinator

Don’t Be an Estate Plan Procrastinator

BlogSeptember 9, 2016

Don’t Be an Estate Plan Procrastinator I recently read a book that I hope will help me both personally and…

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Apr62016
Cyber security. What can we do to protect ourselves?

Cyber security. What can we do to protect ourselves?

BlogApril 6, 2016

Cyber security. What can we do to protect ourselves? Every day we hear about people losing money and having their…

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Feb22016
Third-Party Special Needs Trusts

Third-Party Special Needs Trusts

BlogFebruary 2, 2016

Third-Party Special Needs Trusts I have previously posted a discussion of planning with special needs trusts (see my post of…

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Dec82015
Update on the Military's Survivor Benefit Plan and the Disabled Child

Update on the Military’s Survivor Benefit Plan and the Disabled Child

BlogDecember 8, 2015

Update on the Military’s Survivor Benefit Plan and the Disabled Child About four years ago I posted a blog noting…

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Jul82015
Estate planning with a team-based approach

Estate planning with a team-based approach

BlogJuly 8, 2015

Estate planning with a team-based approach I recently finished the book, “The Boys in the Boat,” by Daniel James Brown.…

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Jun302015
A Great Book about our Inadequate Healthcare System for the Elderly

A Great Book about our Inadequate Healthcare System for the Elderly

BlogJune 30, 2015

A Great Book about our Inadequate Healthcare System for the Elderly I think a lot about the healthcare options we…

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