Happy Sunday! In honor of Thanksgiving I thought I’d share 10 things I’m thankful for (in no particular order) AND remind you that our office will be closed Thursday and.
Happy Sunday! Earlier this week an elderly lady hired us to update her Trust. We’re going to call her Grandma. It was made with her husband, who passed away several.
Happy Sunday! I was asked to make a video on Wills vs. Trusts earlier this week, and I realized I hadn’t talked about the difference between the two for a.
Happy Sunday! Hope you remembered to set your clocks back. Let the darkness begin! I thought today I’d get back to some good old fashioned estate planning. As you probably.
Happy Sunday! Hopefully you’re having a great weekend and found a way to stay warm and dry. This is literally my least favorite time of the year. 🙂 For that.
As we approach the end of the year, there’s one simple — but often overlooked — estate planning move that can make a big difference over time: using your.
 One of the questions I hear most often from solo and small firm owners is simple: “How do I know when it’s time to hire a bookkeeper?” The truth.
 When you travel for business, it’s easy for the lines between work and leisure to get blurry. You might attend meetings, plan strategy, and then squeeze in an activity.
If you own real estate, one of the smartest estate planning moves you can make is figuring out how to avoid probate. Probate is the legal process of transferring your.
Many people assume that life insurance proceeds automatically bypass estate taxes. That’s not always true — and it can lead to unexpected tax consequences if you’re not careful. I’m Christopher.
