Category: Estate Planning

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Pet Trusts

August 1, 2019

When you’re putting plans in place to provide for loved ones after you’re gone, don’t forget your pets. How can you make sure that your fur babies get the right care when you’re no longer around to provide it? Can…

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Reflections on Independence Day

July 6, 2019

This weekend, many American families are celebrating the July 4th holiday with some combination of cookouts, fireworks, family get-togethers, and parades. But if you’re caring for an elderly relative, this summer holiday can be a bittersweet one. The celebration of…

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How Much Does It Cost?

June 13, 2019

Just about everyone I see asks this question: What’s it going to cost? Some ask it when they first contact the firm. Some want to know after they’ve made their appointment. Others tiptoe around the question, asking it in all…

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What Our Clients Say

Three gold stars for all of you. You worked hard for us. We really appreciate all you have done for us. We had a lot going on and with your help we finally got it together. You all know what you are doing. Our thanks to all of you.

Past Client

Comprehensive and flexible approach to estate planning. Easy to work with.

C.E.

Kathleen and her team made the process of setting up our wills very easy! Thanks for giving us great peace of mind!

S.C.
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