We have followed suit with many other companies and have decided to start a blog, which we hope will become a great resource for estate planning professionals of all kinds of designations, including attorneys, CPAs, financial advisors, insurance agents, enrolled agents and many more. There’s a vast well of knowledge and information out there. It can be difficult, timely and quite expensive to sift through all of the different outlets out there. We hope to become your “one-stop-shop” to get this information.

We have a lot of things coming down the pipeline. We’ve moved our offices. We’ve expanded our staff. We’ve added several new speakers and teleconferences to the schedule. And, we have a new website coming out in the near future. Stay tuned and be sure that you’re signed up to receive our e-mail announcements. You can click here to sign up or update your profile with us.