Tuesday, March 2
In Blog
Reverse Mortgage, Real Estate, and Medicaid
Can I sell my Mother’s house as successor trustee of her trust. After she gets approved for Medicaid?...
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Tuesday, January 5
In Blog
Things Everybody Knows, That Are Not So!
Things regular folks say and believe. That prevent effective action. Setting the record straight, one issue at a time. Shall we begin?...
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Tuesday, December 15
In Blog
Death In The Family Is Always Painful
Our time on this planet is limited. We do our best while we are here. You have worked hard. You played by the rules. You planned....
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Thursday, November 5
In Blog
Goals of a LifePlan™
Too many middle-class families go broke from endless long-term care bills. That does not happen to our families....
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Thursday, September 24
In Blog
Thoughts for the Newly Widowed
On a cold, rainy Sunday afternoon in early October, Jane despairs at the paperwork piles. Last year, a car crash took Mike....
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Thursday, September 17
In Blog
Handy Andy Ain’t Got Nothing On Me!
Many of us enjoy DIY (Do It Yourself) projects. Your ambitions could range anywhere from painting to remodeling. Why not tackle the whole house? ...
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Wednesday, August 26
In Blog
Leaving Kids as Co-owners of Property
Good Idea or Big Mistake? When Mom died, she left ownership of her home to me and my sister. We both live in the home....
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Wednesday, August 12
In Blog
Out of Control? Simplify Your Life
Do you find that many things are out of your control in these uncertain times? Some of us busy ourselves with many small chores and errands....
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Monday, August 10
In Blog
What is Probate? Cleaning Up the Mess!
You know how it is. Everybody has something to say. And each one says something different. It is a whole choir singing flat: Financial Advisor. ...
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Saturday, August 1
In Blog
Do I Need a Trust as Part of My Estate Plan?
Everyone should have an estate plan in place, whether there is a global pandemic or things are just fine for you now....
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