Something interesting happened this week while discussing an estate plan for a client with adult children. The conversation was focused on how to divide the estate and distribute to the children. The client began the conversation with the statement that all of his adult children and doing very well with well established careers and good earnings. About an hour into the conversation it became apparent that one child could not keep a job for more than 8 months and he does not e

Recent Live Facebook feed of our monthly lunch and learn on lessons learned from "failed" medicaid strategies.... https://www.youtube.com/watch?v=EXU3Zp6wZSE