Blog

March 18, 2020

We value the safety of our clients and those around us so we have put safeguards and implemented procedures due to the Coronavirus. With that being said, we are still open and seeing clients in person. However, if you wish to meet by alternate methods we can do so remo...

February 12, 2020

But Many of Your Clients Will Need to Change Their Estate Plans

The Stretch is not dead; there’s just no more lifetime Stretch.  I’m an optimist  :)

A retirement plan can be stretched for 10 years at the most. That is, a non-spouse beneficiary (e.g. a chil...

January 3, 2020

There's no better time than now.  Whether you are married, single, have young kids, older kids, no kids, make 2020 the time you finally get your estate plan in place. Click on the link below for more info:

Estate Planning for 2020 !

December 31, 2019

We recently moved next door and our previous building is available to rent in the Pettigru Historic District.  Among its features:

  •  3000 Square Feet

  •  5 Offices

  •  3 Bathrooms 

  •  2 Conference Rooms

  •  Full Kitchen

  •  Large Reception Area

  • ...

November 16, 2019

We bought the house next door, tore it down and built an office building. 
 

We are pleased to announce that on November 11, 2019, we opened our doors in more spacious and comfortable surroundings. The new location is on the corner of Boyce Avenue and East Washingt...

October 27, 2019

When it comes to estate planning, who will ultimately be in charge of your minor child is an important decision that requires consideration of many factors. Although there is no substitute for you as a parent, a guardian is essentially someone who steps in as a parent,...

September 29, 2019

Blended families and subsequent marriages create important and unique issues when it comes to estate planning. You may need to ensure that BOTH your current spouse and any children you have from a prior marriage are taken care of after you pass away. If the right estat...