Welcome! Pull up a chair and grab a frosty glass of lemonade. Prepare to benefit from our years of experience in researching legal briefs, journals, and case studies as we dive into the wild world of estate planning and administration!
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Lessons from a Caregiver Law SuitEva had a solid relationship with her nieces and nephews. She bonded with her mailwoman. Some combination of family and the mailwoman kept watch over Eva.
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The Gifts of an HeiressWhen an heiress leaves a 300 million dollar estate, some common questions arise: When is it eccentricity and when is it incompetence? Generosity? Coercion?
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Nelly: A Tribute to a Great DogAs I wrong my end-of-the-year article last month, I admit I was preoccupied thinking about something I wasn't ready to write about yet: our chocolate Lab Nelly.
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2018 In Review: Appreciating Where We AreTaking 2018 in review, we realized the need to take some time to appreciate where and who we are right now.
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Keeping It Real (and Other Life Lessons)The week of Thanksgiving, we met with our mentor in her home town of Williamsport, PA. She has taught us that authenticity isn't an effect: it's a cause.
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Wildfires, Earthquakes, and FamiliesHere’s a curious fact ... in the California, whole neighborhoods were leveled … but many still had one or two houses left standing surrounded by a sea of ash.
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Growth & Gratitude on a Grander ScaleIn October we attended the Law Firm 500 awards ceremony in Las Vegas. We decided to extend our trip to meet up with family. What did we learn?
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Our Newest ClientsOur newest clients - an extended family - have given us permission to document their planning every step of the way.
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CBS and Planning for Cognitive Issues Later in LifeLes Moonves was fired last week as CEO of CBS in a major scandal that’s still burning through the media. The CBS board will meet soon to meet to pick a ...
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URGENT! Drastic VA Rule Change begins 10/18/2018. Last chance to plan before the rules change!