Our Stories

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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Clients BOLD Multimedia Clients BOLD Multimedia

The Importance of Our Family Education Program

A large part of our process is taking an educational approach to the development of each estate plan.  We want you and all of our clients to be confident about making the right decisions for themselves, their families, and loved ones...
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