Posts by Phil

Loan, Gift, or Advancement: Why the Classification Matters

529 Plans: What you Need to Know

Why Title Matters

Estate Planning is Like Building a Snowman

Fraud Advisory: Protect Your Social Security

Nothing Says “I Love You” Like Planning for Your Spouse

Which Distribution Method Is Best? Showing Your Children the Love

Common Mistakes with DIY Estate Plans

We All Need Checkups: Your Estate Plan Does Too

Ancillary Probate: What You Need to Know