New Laws Impacting Your Trust Funding
New Laws Impacting Your Trust Funding Whether you created your revocable living trust this year or during the Nixon administration,…
Read more
Don’t Keep it a Secret – Share Your Estate Plan With Your Loved Ones.
Don’t Keep it a Secret – Share Your Estate Plan With Your Loved Ones. Many clients have a natural desire…
What Legal Steps Should I Take Before a Major Procedure?
What Legal Steps Should I Take Before a Major Procedure? What Legal Steps Should I Take Before a Major Procedure?…
New Corporate Transparency Act Reporting Obligations for Small Business Owners
New Corporate Transparency Act Reporting Obligations for Small Business Owners The Corporate Transparency Act was established by Congress for the…
Estate Planning with a Team-Based Approach
Giving to Charity Estate planning with a team-based approach Several years ago, I enjoyed reading the book, “The Boys in…
Planning Checklist For Those Assisting Elderly Family Members
Planning Checklist For Those Assisting Elderly Family Members I gave a presentation a few years ago at a local assisted…