7 Benefits of Establishing a Retirement Plan Trust
We have all been told multiple times that saving for retirement is important. It may not have seemed like a big deal…
Where is your favorite place you have traveled to?
Those of you who know me well know that I love to travel. I also love talking about traveling — whether it…
What is an Ethical Will, and why do I need it?
It has always amazed me that no matter how much we have talked and written about wills, trusts, and other estate planning…
Alzheimer’s Care: Learning to ask for help
When you have been diagnosed with Alzheimer’s disease, learning to ask for help can be a monumental challenge to one’s sense of…
I miss seeing your smiles
Now that we are all wearing face masks, can I just tell you how much I miss seeing people smile? I think…
Estate Planning: Revocable Trusts and Irrevocable Trusts
When Jimmy and Francis (not their real names) came to us to get their estate planning in order, Jimmy was in the…
Trusts and Making Even Wiser Decisions for Our Children
It is not easy to imagine anyone else raising your children. After all, you gave birth to them, taught them to walk,…
Employee Spotlight: Melody
If you were to ask 10 people what are their least favorite tasks to do while at work, at least nine would…
Employee Spotlight: Tracy Williams
Tracy will be the first to admit that she got several questioning looks from her daughters, Carol and Kaci, when she decided…
7 Common Financial Abuse Scams That Target Alzheimer’s Patients and Their Families
When you or a loved one have been diagnosed with Alzheimer’s disease, the unknown journey ahead is overwhelming enough without also having…