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VA Aid and Attendance: The Basics
If you served during active duty during a wartime period (WWII, Korean War, Vietnam War or Persian Gulf War) or if you are…
Planning for Education Expenses
One of the largest expenses for a family is higher education expenses for their children. Education expenses continue to g…
Sometimes The Devil Is In The Details
Over the past 40 years I have prepared thousands of wills. Each time the wills are organized in articles and paragraphs, a…
IRS Collection Alternatives Overview
When you owe money to the IRS, penalties and interest can add up, and eventually, the IRS can collect the money you owe wi…
Termination and Modification of Irrevocable Trusts
An irrevocable trust is one that by definition and design cannot be amended, modified, changed or revoked. Trusts can be m…
Doing Business Under a Fictitious Name
For many different reasons, individuals and business entities can find it beneficial to conduct business under a name othe…
How to Make Money with Your Life Insurance Policy: Life Settlements and Viatical Settlements
If you, a family member or a friend own a life insurance policy that is no longer wanted or needed then read this article …
Tax Benefits from Charitable Contributions Without Itemizing
The number of people who itemize could fall by more than half in 2018 because of changes made by the Tax Cuts and Jobs Act…
What Happens to Your Assets if You Die Without a Will?
Over the years, many clients, neighbors, friends, and family members have asked me what would happen to their assets if th…
