Our Stories

Online Event: Estate Planning Education

The only kind of estate plan that is good enough for you and your loved ones is one that works! An estate plan that works is one that will meet your expectations and nothing less. Please join us for an online presentation to learn all about the keys to successful estate planning…

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Aging Parents, Clients BOLD Multimedia Aging Parents, Clients BOLD Multimedia

Upcoming Client "Family Reunion"

Our Estate Planners for Life™ Program will kick off the year with the 2017 Annual Client Meetings. Some of our colleagues in the National Network of Estate Planning Attorneys choose to refer to their similar series of meetings as Annual Family Reunions. I did not fully appreciate why they did that when Tammy and I first joined the Network in 2009. I do now...

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