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April 2021

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April 11th is National Pet Day. The animals in our lives are often considered to be part of our families. They provide companionship and comfort. They have their own unique likes, dislikes and traits and over the time we spend with them we learn how to best take care of them. One of the discussions that can come up with clients is who will take my dog/cat/animal when I am no longer able to? We leave detailed instructions for pet sitters when...

Saturday marks the beginning of Spring! A time to refresh, begin new projects, refocus on existing projects, and get organized. As the saying goes, “out with the old and in with the new” and that can apply to estate planning too. We focus on cleaning the house and getting everything in order before summer, but it is also a great time to assess your estate plan. While housekeeping, you can review your important papers (both financial and legal) to see what...

Happy Groundhog's Day! When you think of Groundhog's Day you may think of Punxsutawney Phil who checks for his shadow each year to forecast changes of the season. Or you may think of Bill Murray reliving the same day over and over. For some of us, there may be moments in our lives where we also feel like we are stuck reliving the same day (hello 2020).  However, the truth is, change happens. And some changes in our lives trigger the need...

As we ring in a new year it is a common time to take stock on what was accomplished over the previous year. Looking back at 2020, it is definitely a year to focus on your “wins” and what you were able to make happen. Maybe you picked up new hobbies, learned new skills, or worked on projects that you previously put off. Hopefully, you were able to find a balance in your life and a way to remain connected...

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