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how long does the executor have to pay the beneficiaries

What’s the Time Limit for an Executor to Pay Out Inheritances?

Losing someone close to your heart is hard enough. Waiting months with no update on your...

Workshop – How to Choose the Right Successor Trustee

How to Choose the Right Successor Trustee July 24th, 2025 – 4 pm A workshop exclusively for...

How Your Family Meeting avoids conflict and secures your estate plan

Because your estate plan will be implemented by other people, it’s vitally important to have good...
estate planning checklist

The Ultimate Estate Planning Checklist for 2023

You’re not alone if estate planning feels overwhelming. It’s a crucial step in securing...
anyone can inherit the house

Anyone Can Inherit the House. The Lucky Few Inherit the Wisdom, Direction, and Values That Made the House Possible.

Healthy, Wealthy and Wise Podcast, August 5th, 2023 Patrick Johnson, CFP featuring Catherine...

Your Legacy Is At Risk. Consider a Professional Trustee.

Your daughter, brother, friend, or neighbor may be perfectly capable of serving as your successor...

Does your estate planning team know the playbook? Try a family meeting.

The family meeting communicates much more than just the details of your estate plan. Your loved...

5 Most Common Estate Planning Mistakes & How To Avoid Them

5 Most Common Estate Planning Mistakes & How to Avoid Them   Estate Planning Mistake...

Thank you! 20 Year Anniversary Party!

You’re Invited! Your 20 Year Client Appreciation Party! A special day to honor YOU—our clients,...