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  • About
    • Meet The Team
    • What Makes Us Different
    • Our Team Philosophy
  • Services
    • Estate Planning
    • Trust Administration
    • Legacy Planning
    • Business Planning
  • Events
  • Insight Portal
  • Bobby’s Blog
  • Client Dashboard
    • Document Hub
    • Training for Helpers & Beneficiaries
    • Video Lesson Library
    • Client Suggestion Box
  • Resources
    • FAQ’s
    • Resource Partners
    • InSight Law Newsletters
    • InSight Law Youtube Channel
    • CE Credits for Financial Professionals
    • A Place for Mom- Finding Assisted Living
    • Helpful Sites
    • Recommended Reading List
  • Contact US
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  • About
    • Meet The Team
    • What Makes Us Different
    • Our Team Philosophy
  • Services
    • Estate Planning
    • Trust Administration
    • Legacy Planning
    • Business Planning
  • Events
  • Insight Portal
  • Bobby’s Blog
  • Client Dashboard
    • Document Hub
    • Training for Helpers & Beneficiaries
    • Video Lesson Library
    • Client Suggestion Box
  • Resources
    • FAQ’s
    • Resource Partners
    • InSight Law Newsletters
    • InSight Law Youtube Channel
    • CE Credits for Financial Professionals
    • A Place for Mom- Finding Assisted Living
    • Helpful Sites
    • Recommended Reading List
  • Contact US
06 April
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Syracuse Lacrosse. . . A System That Works

Posted by KarenLewis
in Bobby's Blog

A few weeks ago, I went to my college lacrosse team 20 year reunion of our 1990 national championship team. I played for syracuse university lacrosse and it had been about 10 years since I visited the university. What I found interesting is that the ...

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20 February
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What is Estate Planning?

Posted by KarenLewis
in Bobby's Blog

What does "estate planning" mean? Why should I care? Not knowing the answer to these 2 important questions cost my family dearly. If you don't know what it is, why would you bother doing anything about it? Many people think they know what estate planni...

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04 February
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Questions the Attorney Should Be Asking. . .

Posted by KarenLewis
in Bobby's Blog

In my recent posts, I have been reflecting on the death of my father and how his estate planning could have been structured to avoid the disaster our family encountered when he was diagnosed with Alzheimer's. He (and our family) lived with the disease ...

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27 January
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Make Sure You Get The Family Involved

Posted by KarenLewis
in Bobby's Blog

I never spoke to my dad's attorney about his estate plan. The plan was put in a drawer and we never bothered to look at it or talk to dad about what he had done. After dad was diagnosed with Alzheimer's, I reviewed the documents and realized that it h...

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22 January
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Doctor J. Feisee

Posted by KarenLewis
in Bobby's Blog

My father passed away this weekend after a 12 year battle with Alzheimer's disease. For those of you who are lucky enough not to have encountered the disease I will give you some of my reflections and insights to give you the benefit of my experience. ...

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03 May
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Grief Counselling

Posted by KarenLewis
in Bobby's Blog

Last week I went to an estate planning conference where one of the keynote speakers specialized in grief management counselling. I think it is a brilliant idea to have this type of speaker talk to estate planning attorneys. Most attorneys do not unders...

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24 January
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INSIGHT LAW BEGINS

Posted by KarenLewis
in Bobby's Blog

Over the past 2 years my practice has gone through some major changes for the better. First of all, our firm is now called InSight Law. The name actually comes from the negative experience my family has had with estate planning attorneys. The lack of p...

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27 June
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Recent Trends

Posted by KarenLewis
in Bobby's Blog

My blog is not to be used as tax, legal, financial or any other business or personal advice. It is simply a forum where I discuss issues that come up in my daily practice so I can reflect on them.Lately, I have been seeing more lending violations that...

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24 October
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What the Experts are doing in Real Estate?

Posted by KarenLewis
in Bobby's Blog

Check out this link to see what real estate mogul Tom Barrack thinks about the market.http://money.cnn.com/2005/10/21/news/newsmakers/barrack/index.htmAs always this blog is strictly a discussion forum for issues I see in my daily practice. It is not i...

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15 October
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Thoughts On Lowering My Tax Bill

Posted by KarenLewis
in Bobby's Blog

This blog is not intended to provide any TAX, LEGAL, or FINANCIAL ADVICE. It is a discussion forum I use to discuss issues I see in my daily practice. If you want tax advice consult your tax professional.Are you expecting a hefty tax bill this year? Yo...

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