Love is the Only Real Currency

When I started this practice seven years ago, I had no idea that I’d discover the work I devoted myself to would teach me more about love than I ever dreamed. I’ve watched my fellow estate planners and mentors skirt the truth of our work, handily missing the most important aspect of planning for death. And […]

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What’s the Difference Between a Will and a Living Will?

The Difference is Critical I wish we didn’t call a Living Will a Living Will. I can’t tell you how many times people have mistaken a Living Will for a real Will. The difference is so critical that we need to start calling a Living Will by its proper legal name “Directive to Physicians.” Sounds […]

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CHERP™ Webinar – What You Need to Know

Did you know??? 1 in 9 children experience the loss of a parent by the time they’ve reached the age of 20.* 12 in 1000 will experience the loss of both parents by the age of 20.* If you’re a client of the firm, you know how committed we are to bringing the 3 pillars […]

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A Plan as Unique as Your Life

Access to financial advice is more readily available than ever before- between the internet, various publications and talk shows, one can get advice on budgeting, saving for retirement, support for ageing parents and a host of other topics.  This can be seen as a good thing as the mystery of the subject matter is lessened. […]

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