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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
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    • Client Suggestion Box
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    • CE Credits for Financial Professionals
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    • 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
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04 October
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Insuring Your Biggest Asset

Posted by KarenLewis
in Bobby's Blog

This blog is not intended to provide any legal, tax, or financial advice. It is a forum to discuss the daily issues of my practice.Do you know the limits of your homeowners insurance policy? Many people I meet only have a cursory understanding of their...

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20 September
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Incapacity Planning – “Don’t Count on the Government for Help” by Robert Feisee

Posted by KarenLewis
in Bobby's Blog

My father is 76 years old and has alzhemier's disease. He has been seen by doctors at Johns Hopkins Medical school who say that is chances of recovery are almost none. He cannot walk, bathe, eat, dress or go to the bathroom without the help of a nurse...

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16 September
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Incapacity Planning by Robert Feisee

Posted by KarenLewis
in Bobby's Blog

As always, the purpose of this blog is not to solicit any business or offer any investment, legal or tax advice. It is simply a discussion forum for issues that I see in my daily practice.I want to digress from my latest discussions on real estate to t...

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