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505-798-2515 - NM
406-755-3429 - MT
Upcoming Events
  • Home
  • Who We Are
    • How We Are Different
    • Our Team
    • Upcoming Events
  • Who You Are
    • Family People
    • Married With Children
    • Blended Families
    • Single Parents
    • Life Partners
    • Your Chosen Family
  • How We Work
    • Three Levels Of Planning
    • Estate Planning That Works
    • More Than Just Money
    • How Much Does Estate Planning Cost?
  • Services
    • Planning For Your Children
    • Estate Planning
    • Special Needs Planning
    • Asset Protection Planning
    • Estate Tax Protection
    • Elder Law And Medicaid Planning
    • Probate Process
    • Trust Administration
  • Getting Started
    • Why Work With Us
    • How To Start
    • Upcoming Events
    • Schedule Online
  • Blog
  • Contact Us
Schedule  Online

Welcome to the Blog


Keep up with the latest news and updates

November 13, 2023

Estate Planning

How to Talk Money With Your Family Over The Holidays

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November 6, 2023

Estate Planning

Transition to Adulthood: What Happens Legally When My Child Turns 18?

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October 30, 2023

Estate Planning

The Scary Truth: Naming Godparents Does Not Create Legal Guardians

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October 23, 2023

Estate Planning

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2

Read More

October 16, 2023

Estate Planning

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

Read More

October 9, 2023

Estate Planning

Flu Season Fundamentals: How to Keep Seniors Safe This Fall

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October 2, 2023

Estate Planning

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

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September 25, 2023

Estate Planning

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

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September 18, 2023

Estate Planning

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

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June 12, 2023

Estate Planning

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2

Read More

June 5, 2023

Estate Planning

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1

Read More

May 29, 2023

Estate Planning

Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

Read More

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