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Meet Mary Connelly!

If Mary tries to tell you that she’s boring or uninteresting, don’t believe her for a single second. A quick glimpse into her past reveals plenty of fun stories and fascinating factoids. For example, many of our clients would be excited to learn that Mary and her...

Living with Alzheimer’s: How to Choose Your Decision Makers

When it comes to living with Alzheimer’s disease, we can’t stress enough the importance of choosing decision-makers who can act for you when you are unable to do so. But how do you choose those decision-makers? After all, there will undoubtedly be countless decisions...

Incapacitated: What happens if you’re out of it?

When Frank started his company five years ago, he did what most passionate sole proprietors do and dove in headfirst. He was determined to build something special brick by brick, and, thanks to a sound strategy and lots of elbow grease, he succeeded. There was just...

Maggie Baucom: A Marriage Proposal to Remember

It was a typical weekday afternoon, and our very own Maggie Baucom found herself getting frustrated with her then-boyfriend, Nik. Maggie’s car was in the shop that day for repairs, so Nik was kind enough to pick her up from work early so she could do a quick work...

What is a Special Needs Trust, and Why Do I Need One?

When Jake and Millie came to us last summer to set up a trust for themselves, their biggest concern was not as much about their own estate planning. It was making sure there was a unique plan in place for their daughter with special needs, Grace. Like millions of...