Honoring Our American Heroes
Honoring our American heroes who made the ultimate sacrifice. Especially my fellow agents in counterintelligence who died during the Vietnam War. W.... Read More
Where is your beneficiary designation form?
Your beneficiary designation forum is the document that controls your IRA, 401 (K), and other retirement plans. You need to keep a... Read More
If Heirs Are Fighting, Try Mediation
Mediation is a way of settling disputes before they escalate into litigation. Mediation has become popular because it reduces the need for... Read More
PRESENTATION SAT MAR 30
You, your family, and friends are cordially invited to a free educational seminar on “Changing of the Guard – what steps need... Read More
🍀☘️ Happy St. Patrick’s Day, everyone! ☘️🍀
Let’s embrace the luck of the Irish and spread joy wherever we go! Whether you’re donning green attire, enjoying a pint of... Read More
Some Assets Don’t Belong in Your Trust
While it is very important to make sure most of your assets are “IN YOUR TRUST,” there are several assets that typically... Read More
World Affairs Council Gala
World Affairs Council Gala with Lieutenant Gen. H.R. McMaster, Steve Zelarney and the Trust Dr. (W. Bailey Smith).
Your Retirement Accounts Don’t Go “IN” Your Living Trust!
I can’t tell you how many times clients tell me, “Yeah, I put my IRA in my living trust.” You see, an... Read More
Shall I Put My Home in Joint Tenancy with My Child?
I’m constantly hearing from clients that tell me about avoiding probate by placing their home in joint tenancy with their child. After... Read More
Beware, Joint Ownership Can Destroy Even the Best Estate Plan!
One of the biggest problems people make in estate planning is joint ownership. We are not talking about when a husband and... Read More
