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Blog Medium Image 2017-05-20T16:43:16+00:00

Adventures with Ewan

It is now year three that we have had the pleasure of our friend’s son Ewan come to stay with us annually for about a week and a half during the summer, and the adventures with the soon-to-be fifteen year old remain fun. In no particular order, here are some of the fun things Ewan experienced on his trip this [...]

By | July 2nd, 2018|Categories: Company News|0 Comments

Give Your Trustee Room to Breathe

“Who do you trust to handle financial decisions for you if you can’t? I don’t mean who is doing the investing. I mean if you are in a car accident and end up in a coma, who is grabbing the checkbook, paying the bills, and keeping everything afloat. And if you do pass on, who is in charge of making [...]

By | June 29th, 2018|Categories: Company News|0 Comments

Three Reasons NOT to Gift Real Estate to Children

With the rising cost of long-term care, families are starting to look more and more at planning for Medicaid to handle those costs. Unfortunately, this has led to a lot of ad hoc transfers based on folk remedies that rarely work out exactly the way they were intended. One of the biggest and most costly mistakes is outright transferring a [...]

By | June 29th, 2018|Categories: Estate Planning|0 Comments

A “Working” Las Vegas Reunion Trip

A few weeks ago, I had the pleasure of meeting up with some high school classmates in Las Vegas to celebrate a milestone graduation anniversary. I’m not going to say which one, but let’s just say it was a pretty large number of miles on that milestone. Unfortunately, Kathy couldn’t make this trip with me, so I made sure to [...]

By | June 6th, 2018|Categories: Uncategorized|0 Comments

The Importance of Trust Funding

Many of our estate planning clients have chosen to use a Revocable Living Trust as a way to avoid probate of their estate as much as possible when they pass on. Unfortunately, just having the documents set up is not enough to avoid probate. The process of “trust funding,” meaning retitling assets or changing beneficiaries to make sure they work [...]

By | June 5th, 2018|Categories: Estate Planning|0 Comments

Age of Inheritance

Over the years, many of my clients have had differing views on just when their beneficiaries should be inheriting their whole share. Ages run the gamut from eighteen to sixty-five, or even never getting control of the whole thing. I once had a client who never wanted her son to inherit the entire estate but only have access to the [...]

By | May 2nd, 2018|Categories: Company News|0 Comments