What Happens When You “Gift” Your House to Your Kids?
One of the most common estate planning questions I get is this: “Should I just put my child on the deed to my…

One of the most common estate planning questions I get is this: “Should I just put my child on the deed to my…
When clients think about protecting their money in the bank, they often assume FDIC insurance automatically covers everything. The reality is more nuanced—and…
By Cordell McDonald A lot of people believe “If I have a will, my family won’t have to go through probate.” – it…
By Cordell McDonald When sitting across from someone dealing with an estate, I often hear some version of “Why is this taking so…
If you have a large IRA or 401(k), there’s a good chance it’s your largest asset. But here’s the problem: It’s also your…
If you have a large IRA or 401(k), it is likely one of the most valuable assets you own. It is also one…
Short answer:No—Medicaid cannot take your house while you are living.But if you don’t plan properly, they can place a lien on it after…
Introducing the Good Steward Family Continuity Plan If someone you love dies, the very first question most people ask is simple and overwhelming…
Why Every Family Needs Strong Decision-Making Documents and an Income Plan That Outlives the Human Most retirement conversations focus on investment risk, tax…
Picture this: Your mom has a stroke and can’t speak or make decisions. Her bank account is frozen because no one has legal…