Is your Estate Plan Up to Date?

     Estate Planning is indeed an on-going process.  It should never be considered a one-and-done event.  As our families and needs evolve and change, the focus of the planning will shift over time. When I ask someone if they’ve got an estate plan in place – the...

BARRIERS TO ESTATE PLANNING

Less than 50% of married couples have established an estate plan. This is an alarming statistic and it suggests that there may be some psychological barriers that prevent people from preparing this vitally important plan for their families. Perhaps the constantly...

Spring Cleaning

As I write this it is a cool, cloudy, foggy and rainy day in June.  However, we have finally seen some signs of Spring, the trees are in full bloom, flowers are rising up out of the earth, kids are outside playing, clocks have been turned ahead giving us that nice...