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Avoiding Disaster for Blended Families

You don’t need to be Elizabeth Taylor to be on your second, third, or even fourth or fifth marriage. If you’ve had more than one spouse, you have special financial and estate planning needs, especially if you have children with each spouse. Neglecting...

Estate Planning for Children with Special Needs

If your child has physical, emotional or mental challenges, careful estate planning is crucial. One of the most important reasons to create a proper estate plan is to preserve the child’s eligibility for government benefits and other programs. There are many...

September 2010 Newsletter – What is DAPT?

I recently spent 40 hours training in Domestic Asset Protection Trusts. The training consisted of an advanced tax course in asset protection. There are several very creative ways to protect your assets from lawsuits, and I am planning on having a seminar in November...

An Inventive Way to Keep Aging Family Members Close

A small firm in Virginia that focuses on revolutionizing the way that Americans care for their elderly family members recently presented its first prototype of a portable, high-tech room – called a MedCottage – that would provide temporary shelter for a...

Is Black or Blue Water Hotter?

That is one of the many things that my sons Brad and Matthew learned when they earned their Junior Ranger and Junior Scientist badges at Yellowstone National Park.  Matthew got his Junior Ranger badge in both Yellowstone and Arches National Parks, and Brad earned a...