Art Reflects Life: What we can learn from ABC’s Modern Family

Art reflects life. Even a humorous television sitcom such as ABC’s Modern Family touches on serious issues like guardianship and asset protection. A comprehensive estate plan can protect the things

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Is your family “too young” for an estate plan?

Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when

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Coma

Three Health Care Documents You Need to Include in Your Estate Plan

Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to assert your wishes. Including health care documents in your estate

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Reflecting on 2016- Thank you for a great year!

Happy 2017! For our first post of the new year, we looked back on our work together in 2016. It sure felt like a monumental year: after moving into our new offices, (this time last January- you might

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Happy New Year

How to Make Estate Planning the One Resolution you Keep in 2017

We make them with the best of intentions, New Year’s resolutions. At the end of the month up to 40% of us will resolve to accomplish something in 2017, say researchers at the University of Scranton.

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Thinking about Guardians this Holiday Season

When you look around your holiday table this year, you will probably not be thinking about permanent, legal guardians for your children. But, perhaps you should. We don’t have to tell you that having

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Protect Your Surviving Spouse

Protect Your Surviving Spouse – Review your plan TODAY for this language!

If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create unnecessary cost, effort and stress for your surviving spouse. Back

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Winter Referral Program

Announcing our Winter Referral Program and Giveaway!

Our Winter Referral Giveaway is as easy as 1-2-3! Download and print a full flier. It’s so easy to participate: Just refer your friends to plan with us, and when they meet with David, you’ll

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Multi-generational family

When to Update Your Estate Plan: After These Life Events

Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that you review and update your plan at least every three years, no matter

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Thinking About Death

Giving thanks, facing death, and other ways to increase happiness during life

Bhutan is an independent state in Southeast Asia, bordered by China to the north and India to the south.  Nestled in the Himalayas, Bhutan is the last remaining Buddhist state in the world. But one of

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