Dear Clients and Friends, This is a challenging time for our communities, our nation, and the world. We’re being called to adjust to sudden, radical changes in our everyday lives and to our expectations for the future. The coronavirus pandemic and economic fallout seemed almost too much to bear, yet now we are also faced with unprecedented unrest …
Don’t Miss Out!
April 6, 2020 As the COVID-19 pandemic sweeps across the United States, we’re seeing unprecedented support being offered for the economy and your pocketbooks. The CARES Act, signed into law on March 27th, is the latest blockbuster — the largest fiscal stimulus package in the history of our country. From a financial planning perspective, …
We’re Here!
Today we awaken to a changed world. An uncertain world. And dare I say it, a world of possibility. We haven’t received a single worried client call through this crisis, yet clients have reached out asking how we are — which is a testament to the fortitude and kindness of our clients. We cherish each one of you! I’m writing today to say that we’re …
Six Unconventional Reasons to Update Your Estate Plan Now
We’ve all heard that we should get our estate plans done and keep them updated. And we’ve all heard the reasons: “protect your loved ones”; “if you don’t decide who gets your stuff then the courts will”; “reduce potential family conflicts”; “if you’ve had a change in family status”; “to save your loved ones taxes and probate fees.” All true, but if …
Continue Reading about Six Unconventional Reasons to Update Your Estate Plan Now