Dunn Media, LLC

Required Reporting of Foreign Financial Accounts

U.S. persons are required to report to the United States government concerning foreign financial accounts.  A “U.S. person” is a ...
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Dunn Media, LLC

Not So Fast On Medicaid Qualification Annuities

Mr. Lefebvre called.  His wife had just been admitted to an Alzheimer’s care facility.  The nursing home had referred him ...
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Dunn Media, LLC

New Thinking in Estate Planning for Husband and Wife

A separate, revocable trust for each spouse has been my standard practice in estate planning for a married couple.  This ...
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