I have had phone calls the past three mornings (including one at 5:00 a.m.) from a recorded caller claiming to be from the IRS and demanding that I call them back immediately or the IRS will file a lawsuit against me. I have not returned these calls, however there is a good chance that someone…
Leslie and Sheri attended the 10th annual meeting of the Academy of Special Needs Planners, held in Tucson, Arizona, March 10-12. The 235-member Academy is the nation's leading organization of special needs planning professionals. Members of the Academy devote a significant part of their practices to working with individuals with special needs and their families…
Leslie Yarnes Sugai and Sheri Sudweeks were recently interviewed for a local real estate television program, Kapowich on Real Estate. In this episode, which is the second of a two part series, they discuss estate administration issues. Topics covered include: Discussion of what constitutes an estate administration, trust administration and probate. How long you should…
