As we navigate through the COVID pandemic, the importance of estate planning for all individuals is more clear than ever. For people with children, estate planning is usually pretty straightforward – leave everything to the children in equal shares. Sometimes...
Over the past several months, my team has done a great job of keeping pace as news and needs change. Often, they go above and beyond to bring you the best service possible. I would like to take a moment to introduce you to the support team that is running the show...
Last year had you told that for much of 2020 I wouldn’t be able to invite clients into my office, I’d have begun pinching pennies and budgeting for a big financial hit. After all, nothing matters more in the estate planning process than interpersonal connection. I...
Have you ever wondered what would happen if you needed to make a small revision to your Estate Planning documents, like changing the person you would like named as your Executor? Do you occasionally think of a question that you’d like to ask about your Plan but...
Covid-19 is disrupting lives in myriad ways. Countless lives have been lost, businesses shuttered, and educational futures are thrown into turmoil. One disruption that hasn’t generated much media coverage, however, involves the dreams of young couples in love. We...
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