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 Legal Assistant...
Betty’s mother has been living with Alzheimer’s disease for five years, and as the disease has progressed, their ability to communicate with each other has declined. At this point in their relationship, mom is inconsolably upset and disoriented at the inability to...
Last month, we shared a good chunk of the questions we ask our clients during the estate planning process. The goal is to get to know them and their family and customize a strategy that fits their situation. But what happens when the answers to some questions are...
