Part of estate planning is keeping your estate and assets from being diminished by taxes,... [Read more...]
Planning: Just Do It!
We are all tempted to avoid planning sometimes. Perhaps we would rather watch that football game. ... [Read more...]
I Just Inherited Money! Now What Do I Do?
Someone died to leave you an inheritance. Inheriting money sounds great on the surface. Visions... [Read more...]
Privacy in Life and Death
Privacy is a concern to all of us, both during life and after death. Privacy... [Read more...]
How Do I Title Thee…Part II
We often recommend a trust as part of a comprehensive Estate Plan. This article is... [Read more...]
Medicaid Changes Make Pre-Planning Essential
Chronic illnesses and injuries leave countless Americans disabled and in need of long-term custodial care,... [Read more...]
Alzheimer’s Disease & Estate Planning
Estate planning is traditionally looked at as an exercise that involves preparing your assets for... [Read more...]
How Do I Trust Thee…Part III
If a client’s Estate Plan involves a revocable trust, then the client needs to decide... [Read more...]
Preserving the Ranch for the Next Generation
As dawn breaks over the ranch, you think of the chores that await you: tending... [Read more...]
The Unique Nature Of Estate Planning
Someone once said "when all is said and done, more gets said than gets done,"... [Read more...]
How Do I Trust Thee…Part II
When clients undertake Estate Planning, they face the difficult decision of naming one or more... [Read more...]
Preparing for Health Needs
Each of us faces illness from time to time. We can and should do what... [Read more...]