When we first meet with clients to discuss their estate planning strategy, many are noticeably floored by the number of questions we ask and how detailed those queries become as we try to get to know them and their family. In our world, this discovery process comes...
There are no words that can adequately describe how extremely important and crucial your role is as the caregiver for someone who is living with Alzheimer’s disease. Whether it is your sweet mother, a spouse, a grandparent, or a close friend, Alzheimer’s is a cruel,...
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...
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...
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...
