October 18,2017 Report Warns Retirees about Potential Downsides of Reverse Mortgages Reverse mortgages have been around for years. But they're getting a new spin: Some senior homeowners are tapping into their […] Read more
October 11,2017 The Practicality of Estate Planning You work hard to provide for your family, pay for your child's college tuition, and ensure your family lives a […] Read more
August 09,2017 Living Trusts Created Prior to 2011. Is My A/B Trust Obsolete? Is My A/B Trust Obsolete? A revocable living trust is a valuable tool to protect and preserve your assets both […] Read more
August 07,2017 Finish the Estate Planning Crossword #2 Clue: An amendment to a will. Click for Answer Read more
July 25,2017 Challenges Facing Aging Family Members As our senior population grows older, they face unique and complex challenges. Fear of losing control and doubt concerning the […] Read more
July 25,2017 What is Reasonable Compensation for a Trustee to Settle a Trust Estate? In most cases the language in a Trust simply states that the Trustee shall be entitled to “Reasonable Compensation” without […] Read more
July 14,2017 Advanced Estate Planning Information For Caregivers And Surviving Spouses Only you and your spouse typically know where information about all your banking, bills, accounts, doctors, debts, etc. is located. […] Read more
July 14,2017 Should You Distribute Your Estate Equally Among Children In Unequal Circumstances? Sample Case Study: Client in their mid 80’s with an estate of approximately $9,000,000. Children are three daughters in their […] Read more
June 27,2017 Creating a Trust for the Benefit of Children from a Second Marriage If you are in a second marriage, did you have children from your first marriage? What happens when your spouse […] Read more
June 20,2017 10 Simple (and Fun) Ways to Cut Taxes This Summer It's already starting to feel like summer in many parts of the country. But the forecast for Washington remains unclear […] Read more