Most of us have had a client that has been or has had a family member that seemed to have “collected” a bit too much. This often causes anxiety over the welfare of their loved one and the overwhelming thought of the work they might be left to do once they inherit such a massive…
Garland Richards, as a child, would hear his family say that the land they owned was historic, but didn’t remember hearing why. As he got older he would look at what was left of the stone buildings and wonder who might have lived there. What was their story? When he inherited the ranch, that stood 50…
Make sure your clients know how to protect themselves from the latest scams. We might know what to watch for, but do many of your clients? Age and intelligence isn’t a factor. All a scam artist has to do is figure out a targets weakness. It’s not as exciting as it sounds. Here are just…
As the VA scrambles to find the estimated $5.5 billion dollars (over the next 10 years) it will take to cover the 90,000 Blue Water Veterans’ disability/pension benefits, another 170,000 Veterans look to be added as well. With the Appeal Court win for Blue Water Veterans in January, lawmakers are hoping to add Burn Pit…
In most states an elderly parent can transfer their home to an adult child who lived in the home with their parent for the two years prior to that parent entering into a nursing home. Living in the home meaning the entire 2 years, not certain days or a few weeks at a time. The…
74 million Baby Boomers will reach 65 by 2029 and could have over 30 trillion in assets to leave to their heirs, but most have no estate plan in place. There is a growing movement in order to change this. Reimagine is a non-profit that hosts a End of Life Week that asks us all to re-examine our…
