Preparing for the Worst

“The news has been filled with devastating events this year – unimaginable wildfires, hurricanes and devastating flooding – and the resulting losses are heartbreaking. It is hard to comprehend how someone loses everything in an instant, but it could happen to...

End of Year Planning

“During the holidays, it can be hard to find the time (or desire) to review your finances and estate plan. To help with that effort, here is a short list of things that you can easily accomplish before the ball drops on New Years’ Eve.” – Lisa P....