Access to Your Passwords
What if you become incapacitated and your family needs to help you with online accounts?
IRAs and Charitable Donations
How Can You Use Your Mandatory Minimum Distribution on IRAs for Charitable Donations. Check out the video.
Questions from family members
What happens when we receive questions from family members about our clients?
Shoot Me
Carl often told me he would shoot himself before ever going to a nursing home. If that didn’t work, I was to be his back-up plan and shoot him. Carl was my neighbor. His house was next door to mine. He lived alone ever since his wife Nancy died two years ago. He had no…