Put clients on your ‘nice’ list this season

Put clients on your ‘nice’ list this season

“The best way to spread Christmas cheer is singing loud for all to hear.” – Elf, 2003 While you might not be gearing up to belt out a carol in the office solo, you can share a different kind of melody this holiday season – one that resonates with...
What’s a Living Trust?

What’s a Living Trust?

When planning for the future, creating a living trust might not be the first thing that comes to mind. We get it—thinking about our own mortality isn’t exactly a fun topic.  But ensuring your loved ones are well taken care of after you’re gone is a...