What's One of the Most Important Elements in an Estate Plan?

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Happy Wednesday!!! I hope those of you that celebrate had a fabulous Easter.  My travels made me lucky enough to sneak away and walk around Walden Pond, it made for a glorious... Read More

Sometimes Jack and Jill Never Get Up The Hill

'Tis the Season of Gifting

Six Life Events That Require An Estate Plan

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Thanks to Yanks

Who Owns My House?!

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Happy Wednesday and Happy Halloween!!! The forecast looks clear this weekend so Trick-or-Treating should be enjoyable.  Stay safe and have fun.  I hope the costumes aren’t too... Read More

5 Common Estate Planning Myths

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Happy Wednesday!!! It’s so nice that the foliage has arrived and we get to enjoy the beautiful colors that make New England so wonderful. 

Jason and I are both keeping... Read More

Just Because You Love Them Doesn’t Mean They’re Good With Money

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Happy Wednesday!!!  Now that Fall is upon us and people are settling back into their routines, our seminar season has commenced.  Last Thursday, I had a full house at the... Read More

5 Essential Tasks for Legal/Financial Peace of Mind

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Happy Wednesday!!! It’s back to school time! Enter the world of schedules, routines, and organization.  As many of you are getting into the new school year routine, here are a... Read More

The Big Screen Under The Stars

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Happy Wednesday!!!  If you’re looking for a fun summer activity for the family this weekend, be sure to check out the FREE MOVIE NIGHT this Friday, 8/... Read More