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June 2020

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With everyone spending significantly more time at home, many people have taken time to work on projects they had previously put off, learn new skills, and organize their living spaces. But, while cleaning your basement, learning how to give your dog a trim, or remodeling a room in your house are all beneficial, there are certain projects you should think twice before you try to "Do It Yourself." An estate plan you can try to create for yourself but it may...

We hope you are all staying safe in these challenging times. We want to assure you that we are open, working remotely, and can help. We believe estate planning involves more than choosing who inherits under your will or trust.  With a proactive and comprehensive plan, you are able to take advantage of protections you may not have otherwise thought or knew about.  During the ongoing health care crisis, you should have the following documents to help you and your loved...

We hope everyone is healthy and staying safe.  During this State of Emergency, we will continue to work, and with a few exceptions, everything will be business as usual. We wanted to help keep you informed on some of the ongoing responses to this current crisis, starting with the CARES Act. The Act was signed into law to provide $2 trillion in relief for individuals and businesses in response to the coronavirus outbreak and some of the provisions may impact you...

Leap years occur almost every 4 years, so our calendars remain in sync with astronomical time. It takes the Earth 365.242 days to rotate around the sun and without leap years we would lose an average of 6 hours each year.[1] So, the extra day exists to keep our seasons aligned, but it can also be beneficial for you in other ways as well. The extra day can be time you spend catching up with loved ones you haven’t seen in a while. It can be...

Many people wait until February to start their “new year’s” resolutions and use January to develop a concrete plan instead. This includes gathering information and resources ahead of time, breaking up larger goals into smaller achievements, and mapping out different ways for everything to work together. Forming a plan for your goals can help you stick with them and with 80% of people stopping their resolutions by February, getting organized and ready may just lead to a greater likelihood of success.[i] One major goal you could work towards...

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