Feb 26, 2020

So you need an estate checking account. Sounds easy enough, right?

We’ll discuss:

1. Forget online: go to a branch
2. Not all branches are created equal
3. Estate deposits
4. Medallion guarantees
5. Quid pro quo

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Feb 19, 2020

Your executor is NOT your best man, maid of honor, best friend, or favorite child.

We’ll discuss:

1. Making sure your Executor qualifies
2. It's not about “favorites”
3. Not a “job” to hand out as charity

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Feb 12, 2020

I get that Do-it-Yourself is very tempting. But you may be creating HUGE problems for your heirs.

We’ll discuss:

1. Witnesses names
2. Witness addresses
3. "Self-proving"
4. Professional witnesses
5. Court’s assumptions

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Feb 5, 2020

Want to pay less taxes? Then choose wisely where you live.

Today we’ll discuss:

1. States with the highest income taxes
2. States the low income taxes
3. States with NO income taxes

Lastly, we’ll factor in SALES tax for a more complete tax picture

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Pick up my books on Amazon. Reviews always appreciated!