NOTICE: In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus. We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.

Month: April 2019

Estate Planning for the New Year

For many clients, the beginning of the New Year means getting their financial affairs in order, and getting around to having their will or trust completed. While most people know how important having a will or trust is, it unfortunately ends up becoming a "back...