December 18, 2020
As 2020 comes to a close, we may be impatient to move beyond this year. It has been an especially difficult and uncertain year, and we […]
December 3, 2020
“I’m sorry, but you need capacity to execute advance directives.” As I heard a sigh on the other end, I relived a painful scenario all too […]
November 12, 2020
As the holiday season nears, we continue to live with our “new normal.” This year’s holiday celebrations will involve virtual conversations and social distancing. Even still, […]
September 23, 2020
We are pleased to share a guest post from Dr. Madhu Guliani, MD. Dr. Guliani is a board-certified internist and a certified yoga teacher. She received […]
August 10, 2020
In Part I of our blog series for young families, we focused on outlining planning considerations that can help determine which type of estate plan is optimal. In […]
August 7, 2020
This month, we published Part II of our estate planning blog series for young families. We are also thrilled to share a guest post from Anne Haag. Anne Haag is […]
July 6, 2020
During our current times, young families are prioritizing estate planning. We hope to empower these families with the know-how to select an optimal estate plan. In […]
April 10, 2020
As we navigate our serious and surreal reality, we are spending more time at home. This provides a good opportunity to have discussions with your family […]
March 17, 2020
The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was signed into law on December 20, 2019 by President Donald Trump. This […]