Thinking About A Medicaid Divorce?

Apr 8, 2022

People will do just about anything to try to get out of a bad situation. Mainly, finding themselves in desperate straights because they either did not heed the advance warnings, or they just refused to ...

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‘Till Arizona Freezes Over!

Mar 17, 2022

So, I thought I was going to Arizona for 10 days of sunshine, shorts and sandals.  Arizona had a slightly different idea of how to play host for my visit. For any of you who ...

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There’s No Place Like Home

Mar 3, 2022

By the time you read this I should be in sunny Arizona either on a mountain bike, a golf course, or on the patio with a cold beverage, depending on the time of day.  As ...

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The Real World Is Too Hard, Should I Go Virtual?

Feb 16, 2022

As we emerge from the isolation, distrust and fear that have been an unfortunate by-product of that nasty virus that came out of Wuhan in 2019, one positive outcome I’ve observed is that we now ...

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Slow it Down – the Journey May Last Longer!

Feb 11, 2022

I headed up to Price County Thursday afternoon to clear my access so I can the snowmobile trailer in, and to attend an evening Town Board meeting for the Township where our property is located. All started well enough - a pleasant 3 hr. drive, got my generator and heater going, and got to the shoveling with a warm cabin waiting for when I was done. That grey sky you see in the picture is the first hint of what is to come. The meeting was to be held just 5 miles down the road, a 55 mph. county highway, but by 6:30, the snow was coming down thick, so I geared up and headed out a bit early. Out on the road, it was near white out conditions, with little visible but a ridge on the right of the road indicating where the banks from previous snows vaguely revealed the track I needed to stay on. Needless to say, I was not traveling at the posted 55 mph, and my focus on those little visual cues available was intense. It took a full 15 minutes to make the 5 mile trip, and I don't believe I topped 25 mph the whole way. As I was sitting in the meeting, my mind wandered a bit, and I started to calculate how long it would take me to get home ... if it normally takes me a little over 3 hours, and the speed limit for most of the way is 65 and 70 mph, and I'm going to be going 25 ... and the meeting ends at 8:30 p.m. ... (almost like one of those math problems from middle school!) Well, I concluded that no matter what way you do the math, I would not be getting home until Friday. Well, as it happens, a little luck was on my side.

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Whose Name Is On the Safe Deposit Box? And Will They Be Able To Get In When I’m Gone?

Feb 4, 2022

This question came up in a client meeting this week, and I’ve had this same conversation dozens if not a hundred times, so I know this is an area that everyone needs to pay a ...

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Nostalgic for the Good Ol’ Days, but Technology Isn’t All Bad.

Feb 4, 2022

For last week’s newsletter things went a bit sideways last week – literally – I cannot explain why my newsletter photo published on it’s side instead of upside-right, because it was and still is correct ...

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Is it time to review your estate plan?

Jan 16, 2018 | Families, Legacy, Trusts, Wills

When did you last review your estate plan?  How long ago did you put in place your estate plan?  5 years? 10 years?  Over 10 years?  Do you currently have an estate plan in place? ...

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What’s the big deal with Estate Taxes?

Dec 22, 2017 | Taxes

Earlier today, President Trump signed into law the Tax Cuts and Jobs Act of 2017, capping one of the most significant tax overhauls in the last 30 years. One of the items sure to generate ...

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