Category Archives: BLOG

More little known facts about RLT’s-Secret Trusts

You may know that a will is a public document once probated since it is published in the Probate Court files. Some of you may know that your revocable living trust gives you some privacy since it is a private … Continue reading

Posted in BLOG, Estate Planning & Probate, What's New? | Leave a comment


FINANCIAL ADVISORS & TAX PREPARERS, make a difference with your clients! You can substantially enhance client wealth with my new one-of-a-kind tax planning application. It allows you to produce a simple, one-page tax plan for your clients. Unlike typical tax … Continue reading

Posted in BLOG, Businesses, Individual Tax | Leave a comment