Posts by Phil

Ancillary Probate: What You Need to Know

We All Need Checkups: Your Estate Plan Does Too

Common Mistakes with DIY Estate Plans

Which Distribution Method Is Best? Showing Your Children the Love

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

Fraud Advisory: Protect Your Social Security

Estate Planning is Like Building a Snowman

Why Title Matters

529 Plans: What you Need to Know

Loan, Gift, or Advancement: Why the Classification Matters