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 Suit Eva 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. -
The Gifts of an Heiress When an heiress leaves a 300 million dollar estate, some common questions arise: When is it eccentricity and when is it incompetence? Generosity? Coercion? -
Nelly: A Tribute to a Great Dog As 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. -
Listening for a Legacy: Just To Hear Your Voice One More Time Clients and friends often hang on to an old saved voicemail so they can hear their loved one’s voice one more time. Why not use technology to leave a more meaningful, intentional message? -
Our First Steps with the Modern Family Family Nothing will sidetrack or toss up completely unnecessary roadblocks down the road than a medical emergency and a fight over who makes the decisions. -
2018 In Review: Appreciating Where We Are Taking 2018 in review, we realized the need to take some time to appreciate where and who we are right now. -
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. -
Wildfires, Earthquakes, and Families Here’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. -
Growth & Gratitude on a Grander Scale In 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? -
Our Newest Clients Our newest clients - an extended family - have given us permission to document their planning every step of the way.