by Chris Morgan | Aug 14, 2017 | Uncategorized
I cringe when potential clients tell me they plan to leave everything to one child with the expectation that child will be fair to the other siblings. On the face of it, this seems like a simple way to plan an estate, without the worry of having to designate who gets...
by Chris Morgan | Aug 1, 2017 | Uncategorized
One of the concerns many of the folks I talk to everyday share is how to protect their assets, especially their home as they start getting older. Many people are under the impression that by making their children or other family members co-owners on their home,...
by Chris Morgan | Mar 9, 2017 | Elder Abuse, Financial Abuse
Often I am approached by clients asking me to investigate the legitimacy of notices of lottery “winnings” they receive in the mail. I recall several instances where a client’s supposed “winnings” from various lotteries totaled well over 20 million dollars. Of course...
by Chris Morgan | Dec 28, 2016 | Uncategorized
My parents have a tradition of posting holiday cards they receive on the inside of the door to their home. This year was no exception and the door was customarily covered in a variety of beautiful greeting cards. I always pause to look at them and see who has written....
by Chris Morgan | Nov 15, 2016 | Estate Planning
I am often surprised by how many of my clients, who should have structures in place to protect their assets, have nothing of the sort. Whether it’s an extra rental home, farm equipment or even a fully functioning business complete with employees I often find shocking...
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