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Latest Insights on Estate Planning, Probate & Corporate Advisory

October 2025 Margaret’s Notes

October 2025 Margaret’s Notes As a mother of 3 children with ages ranging from 15 to 23. I must plan for a minor child still at home...
Naming Godparents Is Not the Same as Naming Legal Guardians

The Surprising Truth: Naming Godparents Is Not the Same as Naming Legal Guardians

The Surprising Truth: Naming Godparents Is Not the Same as Naming Legal Guardians As a parent, your most important responsibility is ensuring your children are safe, loved,...
Retirement Accounts, Remarriage, and the Surprising Truth About Who Inherits What

Retirement Accounts, Remarriage, and the Surprising Truth About Who Inherits What

Retirement Accounts, Remarriage, and the Surprising Truth About Who Inherits What If you’re remarried and juggling a beautifully complex family—kids from different chapters of life, a new...

Setting Up Your Life Insurance the Right Way

Setting Up Your Life Insurance the Right Way Life insurance is one of the most straightforward and powerful tools for protecting your loved ones. But here’s the...
September 2025 Margaret’s Notes

September 2025 Margaret’s Notes

September 2025 Margaret’s Notes I am just returning from our family trip to Central Pennsylvania where we celebrated my grandmother, Mary Ruth Tritch’s 100th birthday. She wasn’t...
Labor Day Reflections - Securing Your Life’s Work

Labor Day Reflections – Securing Your Life’s Work

Labor Day Reflections – Securing Your Life’s Work Labor Day marks more than just the unofficial end of summer. Sure, it’s a great excuse to fire up...
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