Estate Planning

The Real Cost To Your Family: Relying On A Will Alone

This is the second in an ongoing series of articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential gaps or weak spots in your plan, meet with us to learn how to …

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The Real Cost To Your Family: Not Planning For Incapacity

This is the first in an ongoing series of articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential gaps or weak spots in your plan, meet with us to learn how to …

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Where to start planning if you have a special needs child?

The best time to plant a tree is 25 years ago, the second-best time is right now. Supposedly, an ancient Chinese proverb, but who knows? It can be overwhelming. Figuring out how to get the care and services for your special needs child is incredibly difficult; figuring out how to pay for it can be …

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Juxtapose

While sitting in church this last Sunday, listening to the Palm Sunday sermon, the significance of this juxtaposition that occurs in so many areas of life struck me. In the Christian faith, this week is a time where the excitement and joy of togetherness and celebration is juxtaposed with the devastation of loss. Conflicting thoughts …

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Building Connection – Can Estate Planning Improve Relationships?

Caroline has been weeding out old pictures. There’s a good reason for it: we don’t have much room and the picture books are falling apart. But looking through old pictures of family and friends can stir bittersweet feelings of love and loss. Mad Men’s Don Draper had it right: family pictures spin us “around and …

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Remembering . . .

Last Tuesday was the first anniversary of my brother’s death and Saturday was his birthday. His wife (I still have trouble with “widow”) threw a party at the last restaurant he managed – Monty’s in the Grove. It was a lovely party with family and friends. Last year, right after Michael’s death, his best friend …

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