Monthly Archives: July 2017


Facebook Video: Reviewing Your Plan

In this video, I talk about why it is so important to regularly review your estate plan, how to review it and when to review it. It’s not an exciting topic and one that gets overlooked, but that is a part of the problem I am trying to address: neglecting […]


Video: Key #4 – Special Needs Trusts

In this Facebook Live video, Morgan Allison discusses the special needs trust. He covers the following topics:  why an SNT is needed, how it works, and the basic types of trust.