October Newsletter – What is Your Favorite Cave or Cavern?
Currently, mine is the Caverns of Sonora. The reason why I say “currently” is because Brad and Matthew have pointed out that every time we leave a cave or cavern, I say that one is my favorite. I think that is because I enjoy looking for things that are different and unique in each cave we go through. James and I both enjoy touring caves and try to see any that are near our vacation spots….
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 these issues is a surefire way to create a less-than-desired result in the event of illness, incapacity, or death….
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 things that could go wrong and jeopardize eligibility for those benefits. …
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….
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…
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…
Caregiver? Ten Great iPhone Apps for That!
I have talked often about the need to engage in estate planning in our former blog posts. And while it is important to…
July 2010 Newsletter
This month was the sixth month anniversary of the new office. We had a wonderful celebration dinner at El Guapo’s. Thanks to…
Why do people get a will or a trust?
The main reason people want a will or a trust is to make sure that the assets they have worked hard to…
What do you think of the new design for the newsletter?
I would love to have your feedback. Louellen Coker of Content Solutions did an excellent job designing it. There are links to…
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