Make It Last – Ep 166 – Expect the Unexpected

Listen Here! This week on Make It Last Victor will be discussing what the client experience is like and the role of our Director of Business & Client Strategy. He’ll also be talking about Social Security and how most Americans don’t understand it. Victor will also discuss why it’s important to prepare for the worst, […]

Make It Last – Ep 158 – New Year. New Goals.

Listen Here! This week on Make It Last Victor gives advice on how to set healthy retirement goals, as well as how to achieve them. He’ll also give you an inside look on what the new client process is like. Finally, Mark and Victor wrap up the show with a conversation about health v.s. wealth, as well […]

Why It’s Important to Read the Fine Print – Always

My second job as an attorney was working for a large law firm doing “big deals”. (My first job was as a judicial clerk for a federal district judge for one year.) I worked on bringing the Tempur-Pedic company public with an IPO (initial public offering). To be clear, my work was limited to proofreading […]

Free Elder Law Advice: What’s The Motivation?

There’s an old acting joke whereby actors look to directors to learn, “What’s my motivation for this scene?” I often help clients understand, as they are bombarded with advice from people on the issue of VA benefits and Medicaid, what the motivation of the people giving advice is. There are two types of institutions who […]

Has Estate Planning Become Obsolete With The New Estate Tax Law?

Last month, Congress passed a broad tax law that included estate tax provisions increasing exemption amounts to $5 million per person. The new law, now known by an acronym that, if I write it here, will have you fleeing to another site — it’s that boring — also includes a provision that allows an individual […]