2025 Q3 Newsletter

From Milestones to Major Moves

Many people invest effort in creating an estate plan, then put the documents in a drawer and forget what they say. This is understandable, but it also can cause people to overlook the need for an update. We generally like our clients to touch base to review their estate-planning documents every 3-5 years, to make sure the documents still say what they want them to say and reflect life’s inevitable changes … CONTINUE READING

Mark Your Calendars for These Events!

Attend our caregiver support groups, learn all about family dementia care at our Family Dementia Academy, and more! … CONTINUE READING

The Path to a Happier You

We all want to live long, happy, and fulfilling lives, but doing so can be challenging. We must intentionally reduce stress and bring more balance to our lives. This doesn’t necessarily mean we must overhaul our lives and find new jobs and friends while removing anything that doesn’t bring us joy. Instead, we can make simple changes to our day-to-day routine that can … CONTINUE READING