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Newsletter Archive

Estate Planning Update - 06.09.21

Join Chambliss and High Ground for a webinar that will cover how to begin discussing elder planning before crisis. It can be a delicate conversation to have with your parents, loved ones, or clients. 

Estate Planning Update - 05.06.21

When my kids started to feel isolated and bored spending so much time at home due to the pandemic, we volunteered to be foster parents for a sweet four-week old kitty, Marigold. She was a fuzz...

Estate Planning Update - 04.20.21

My mother-in-law lives on a farm in rural Oklahoma. Living out in the country was a dream of my in-laws for a long time, and after retiring, they made it a reality over 19 years ago. They bought 43 acres of...

Estate Planning Update - 04.06.21

The arrival of spring typically equates to the 'spring-cleaning' of your home. In this article, I challenge family caregivers and those of you wishing to age in place to polish your knowledge and spruce...

Estate Planning Update - 03.25.21

Estate plans, much like the people who create them, are all unique. Contrary to popular belief, there is no one-size-fits-all approach. While there are some general similarities that can lead two clients to have...

Estate Planning Update - 03.10.21

We are still doing planning consultations, document signings, care coordination, drafting of documents, and all related work—in sum, all the types of work we usually do. We have generally moved most...

Estate Planning Update - 02.23.21

A Long-Term Care Strategy That Provides More Than Hope - Growing up, my parents would frequently reiterate that hope is not a strategy. Although I did not always adhere to this guidance, their mantra...

Estate Planning Update - 02.09.21

529 Plan – A Double-Edged Sword for College Expenses and Estate and Gift Taxes - My daughter turns 17 this week. As you might imagine, college is a frequent topic of conversation at our house. Where...

Estate Planning Weekly COVID-19 Update - 12.10.20

Save the Date: Upcoming Webinar with Amy Boulware and Sally Brewer Demystifying Conservatorship: When Is It Needed and How Does It Work? Amy and Sally will discuss and help you understand when...

 
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