Happy Sunday, and Happy New Year (in a few days)! Before I get into this weeks’ message, a reminder that we’ll be back in the office tomorrow, so if you’ve.
Happy Sunday! Before I get into my topic(s) of the week, please read this entire newsletter. There’s some logistical stuff you don’t want to miss… Okay, let’s go! 🙂 First,.
Happy Sunday! It’s holiday season, so I wanted to share a story with you about gratitude and luck. Brooke (my wife) and I played tennis on Friday with a bunch.
Happy Sunday! This week we’re doing something fun! One of you readers emailed me with a scenario and a question, so I thought I’d answer it here. Ready? Here we.
Happy Sunday! Hope you had a chance to eat all the Turkey. But turkey day is over – time to talk tax! Last week I was talking with some clients.
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.
