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Famly First.

Written By: Gary Fales  |  September 1, 2021
This Would be a nice TitleThis is the feature description, where you can go into more detail about the item mentioned here.

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Problems Solved: Anxious Mary

Written By: Gary Fales  |  February 13, 2018


Problems Solved
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Estate Planning Legal Changes 2018

Written By: Gary Fales  |  January 19, 2018
What changes in the law for 2018? CHANGES TO FEDERAL LAWS   THE FEDERAL ESTATE TAX LAW The new tax law enacted in December has significantly changed the gift and estate tax laws.  The law increased the current $5,000,000 estate tax exemption to $10,000,000 indexed for inflation since 2011.  This

Asset Protection
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New Alzheimer’s Treatment

Written By: Gary Fales  |  January 3, 2018
Many of our clients hire us to prepare documents to help them avoid guardianship if they lose their mental capacity.  My step-mother died of Alzheimer’s Disease when she was 59.  When Alzheimer’s strikes at that age, it’s called the early onset.  PBS ran a special on this form of the

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Who Should Not Use a Living Trust

Written By: Gary Fales  |  January 2, 2018
Living Trusts are used to help folks avoid probate and guardianship.  They are also used to shelter assets from lawsuits and preserve the assets for your children.  But Living Trusts are not for everyone.  Here is one possible analysis to help you determine if a Living Trust would benefit you

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Joint Tenancy Disasters

Written By: Gary Fales  |  November 6, 2017


Living Trusts
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When An Older Woman Marries Older Man

Written By: Gary Fales  |  November 2, 2017


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Online Living Trust Disaster

Written By: Gary Fales  |  October 10, 2017


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