PUBLICATIONS

Leimberg Information Services

(Estate Planning Newsletter)

(Veterans Benefits - T&T Employee Benefits & Retirement Planning Book)

The Florida Bar

Rhode Island Bar Journal

North Carolina Bar

(Elder Law Newsletter)

State Bar Association of North Dakota

 Military Benefit Issues in War Time (The State Bar of Texas) 

Forbes Magazine

MSN Money

FoxBusiness.com

Reuters.Com

National Contract Management Assoc.

Estate Planning Review - The Journal (CCH)

The Docket (Sarasota County Bar Assoc.)

Lawyers Weekly USA 

Adverse Witness (Collier County Bar)

Institute of Chartered Financial Analysts

Retirement Weekly

Martindale-Hubbell Connected

Wealth Strategies Journal 

Nat. Assoc. of Estate Planners & Council (Journal of Estate and Tax Planning)

Sarasota Herald Tribune

SRQ Magazine

Bradenton Herald

MySuncoast - ABC 7 

Gainesville Sun

Association of the US Navy

Reserve Officers Association

Employer Support of the Guard & Reserves (ESGR)

Military.Com 

The Oakleaf 

NY State Division of Military & Naval Affairs 

American Veterans Network

National Military Family Association

Florida Department of Veteran Affairs

Florida Guardsman Online

Military Officers Association of America

The Navy Supply Corps Newsletter

The Navy Reservist (TNR)

The Advisor

The Military Network

Subnote

Let the Victor Be the Couple’s Prenuptial Agreement
​​It Takes More than a Post-It Note to Amend Your Revocable Trust
U.S. Supreme Court Rules on Taxation of a Beneficiary Interest in Trust

New IRS Private Letter Ruling Provides for 401(k) Student Loan Repayment
Does Your State’s Statute Really Disinherit an Ex-Spouse?
New Department of Veteran Affairs Regulations for Needs Based Benefits

Did the 2018 Tax Law Increase My Charitable Giving Deductions? 

Do I Really Need a Will?

Electronic Wills and Discovery

What Type of Estate Plan is Right for You

Expiring 2016 Medical Expense Deduction For Those Over Age 65
Deducting the Cost of Life in a Retirement Community
Tax Benefits of Dependents
Making a List of Important Information for Your Heirs
Tax Free Planning for Long-Term Care Expenses
Community Living Assistance Services and Support Act
Requirements for Execution of Estate Planning Documents
How Far Does The Florida Homestead Exemption Extend
The U.S. Supreme Court Determines the Beneficiary of a Retirement Account
2016 Expiring Social Security Strategies

How Does a Trust Determine Who Your Wife Is 

Different Verbiage to Create a Life Estate

A Different View of the Meaning of "Per Stirpes"

Let the Victor Be the Couple’s Prenuptial Agreement 

What Rights Does Your Personal Representative Have to Your E-Mail Account
Another IRS Win on Personal Liability against the Administrator of an Estate
When a Life Estate Interest is not a Real Life Interest
Estate Litigants Beware as you can be held Responsible for an Estate Tax Liability
Whats Mine is Mine and Whats Yours is Yours when it comes to Property from a Joint Account
When is it too Late to Challenge an Inter-Vivos Trust Transfer?

ASSET PROTECTION:

Opportunities ROTH Planning Consideration in 2010
Beneficiary and fiduciary liability for income, gift and estate taxes 

Pre-Tax Dollars for Make-up Pension Contributions 

The U.S. Supreme Court Rules on Divorce and Military Disability Benefits

Mortgage Assistance for Wounded Warriors
Children of Fallen Warriors Tax Act - ROA Law Review
Combat Zone Tax & Retirement Savings Tips
New Benefits for Military Spouses
Social Security Benefits for Disabled Service Members
Veterans Aid & Attendance Benefits
Tax Benefits of Hiring an Unemployed Veteran
Tax Forgiveness for Deceased Service Members
Mobilization Issues that Affect Service Members and their Employers
Ready to Retire Early? Hear are Your Options.