Timeline

/Timeline
Timeline 2017-05-20T16:43:14+00:00

June 2018

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 [...]

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 [...]

May 2018

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 [...]

April 2018