Long Term Care Planning
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Is Your Legacy Leaving A Tax Burden?
Many people are under the false assumption that when they pass their loved ones will…
Avoid the Gift/Estate Tax with the Crummey Trust
The estate and gift tax work hand-in-hand. There is a set limit on the…
Planning and Mental Health
With the turn of the century, a light now shines on mental health. Still, many…
Estate Planning is a Philosophy
The stoics had a practice whereby they would meditate on the possible negatives that…
The Downside to IRAs: No Such Thing as a Free Lunch
Ah the IRA. Now that pension plans have all but gone the way of…
How to plan for long-term care…
No one wants to go to a nursing home. This is something that I have…
Frankenstein Deeds: The Creature that could save your Real Property
It’s Alive! Reborn in the lab of a mad law scientist is a creation…
A Story About Jane…..
I wanted to share a story about Jane. Jane is a spirited young lady at…
DIY Estate Planning
How do you come up with your own estate plan? That said, the better question…