December 3, 2019
Incapacitated: What happens if you’re out of it?
When Frank started his company five years ago, he did what most passionate sole proprietors do and dove in headfirst. He was…
March 11, 2019
Saving assets while keeping the Medicaid benefits for Alzheimer’s patients
Jeff had lived his whole life as a successful business man always vigilant about the smallest of details. He had two offices,…
February 15, 2018
Reasons You May Want a Living Trust
Control The Living Trust allows you to choose who manages your assets during your lifetime, even if you become incapacitated, and even…
September 18, 2012
Top 12 Estate Planning Mistakes – How to Detect and Avoid Them Part 2
I had a client who was hit by a car while riding his bike. He was in a coma for 3 weeks….
September 18, 2012
Why do I want a Living Trust?
A living trust appears to be like a will, in that the creator of the trust names a beneficiary of all of…