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Estate Planning: Why This Topic Is for You

When the topic of estate planning comes up, many people assume incorrectly that the conversation doesn’t apply to them. They hear “estate” and think we’re talking only to the rich people in the room. Maybe you have thought this, too? “That’s for people who have a...

Estate Planning: Wills & Trusts, and Which One Is Right for You

Sam and Barbara have put off having serious conversations about their estate planning for way too long. Luckily, both are in great health and just celebrated becoming first-time grandparents, but at 58 years old, they’re ashamed to admit there’s nothing in place to...

Meet Bridgett Adderley-Louis!

In this get-to-know-you series, we’re asking each of our fantastic team members to tell us a little about themselves. Plus, we know it always helps to put a face (and a personality) with a name! They’re stellar people. We know you’ll agree! Hi! I’m Administrative...