Working the System – Parents Giving Up Custody of Their Kids to Get College Financial Aid

Aunt Becky’s legal woes arose from her efforts to get her children into the University of Southern California. However, for many families, the problem isn’t getting their kids into a college of their choice, the problem is paying for it. Some enterprising parents in Illinois reportedly have given up custody of their children to help […]

How Will the SECURE Act Affect Your Retirement Savings?

Having passed the US House of Representatives and now moving quickly through the US Senate, the SECURE (Setting Every Community Up for Retirement Enhancement) Act appears to be on its way to soon becoming law. The SECURE Act will make numerous changes to how money is contributed to, and withdrawn from retirement accounts. While many […]

NBI Seminar: What You Need to Know About Probate & Trust Administration

The National Business Institute (NBI) is offering a day-long seminar entitled “Probate & Trust Administration – What You Need to Know About Probate and Trust Administration,” on August 19, 2019, at the Wyndham Garden in Ann Arbor, Michigan. (Full disclosure: I am one of the presenters.) Program Description (From NBI): Working through issues that arise […]

DIY Estate Planning – Another Cautionary Tale

“I don’t need a lawyer. I don’t have an estate, just have a house and some bank accounts. My family can help me out, and look, here’s a form I found on the internet I can use. What can go wrong?” Yet time and again, what appears to be a simple and effective way to […]

Is It Time? End of Life Decision Making for Pets

My pup, Frisco, is almost 15 years old. Frisco is a miniature Australian Shepherd. Whip smart, obedient, gentle, and loves the hugs. She’s in good health for her age, though her stamina has diminished, her hearing is failing and so is the vision in her left eye. But she still loves going for walks and […]