Protecting Your Retirement with a Conduit Sub-Trust
Published: Thu, 10/02/25
Updated: Thu, 10/02/25
Retirement accounts are ta -qualified assets and must be planned for accordingly. Hello, When families sit down with me to talk through their estate…
We want to keep subscribers up to date on cutting edge issues happening in elder law and help them protect their assets and legacies.
Published: Thu, 10/02/25
Updated: Thu, 10/02/25
Retirement accounts are ta -qualified assets and must be planned for accordingly. Hello, When families sit down with me to talk through their estate…
Published: Sun, 09/28/25
Updated: Sun, 09/28/25
Here are four key steps to safeguard your future. Hello, Many families worry about long-term care:Will nursing home or assisted living drain…
Published: Thu, 09/25/25
Updated: Thu, 09/25/25
Caring for loved ones in a nursing home requires trust; and when that trust is broken, the results can be devastating, Hello, Caring for loved ones in…
Published: Thu, 09/18/25
Updated: Thu, 09/18/25
The principle is the same: without a plan, your family, your home, and your legacy are at risk. Hello, Winston Churchill wasn’t just a wartime…
Published: Sun, 09/14/25
Updated: Sun, 09/14/25
Nearly 70% of Americans will need long-term care, which can cost thousands of dollars per month. Hello, If you thought college tuition was e pensive,…
Published: Thu, 09/11/25
Updated: Thu, 09/11/25
If your General Durable Power of Attorney (POA) was drafted before 2018, it may be due for an update. Hello, Your General Durable Power of Attorney…
Published: Mon, 09/08/25
Updated: Mon, 09/08/25
From ta es to politics, change is constant. Ensure your estate plan keeps your loved ones protected. Hello, In today’s world, uncertainty feels like…
Published: Wed, 09/03/25
Updated: Wed, 09/03/25
When Hulk Hogan passed away, headlines focused on his legacy, but also his daughter, Brooke. Hello, Can You Refuse Your Inheritance? When Hulk Hogan…
Published: Sun, 08/31/25
Updated: Sun, 08/31/25
If you’ve appointed a trustee in your estate plan, make sure they understand these duties. Hello, Serving as a trustee is an honor, but it also comes…
Published: Thu, 08/28/25
Updated: Thu, 08/28/25
At the heart of every myth is a hero. Estate planning is much the same journey. Hello, What is the meaning of life? In his book, Maps of Meaning,…