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Summer: A Great Time for Estate Planning

Posted by Lizette Sundvick | Aug 13, 2023 | 0 Comments

Summer is the perfect time for barbecues, family visits, and fun vacations. With all the activity that summer brings, and the fact that you're more likely to see family, now might be the right time to discuss estate planning with loved ones and to think about your own.  You no doubt spend a lo...

Discussing Estate Planning With Your Father

Posted by Lizette Sundvick | Jun 14, 2022 | 0 Comments

Over the years, he's done so much for you and shared his wisdom (whether you wanted to hear it or not). For Father's Day, this can be your time to give something back to your elderly father: help with developing an estate plan. You can't give him a completed estate plan, but you can gift him yo...

10 Fun New Christmas Eve Traditions to Try This Year

Posted by Lizette Sundvick | Dec 12, 2021 | 0 Comments

What kind of activities are on your holiday bucket list for Christmas Eve? You know, the traditions you partake in every year. They might include hanging up your stockings, tracking Santa, or opening one gift (or two...or three!). Has it been a while since you've added something new to the list? We've compiled some fun and simple things you can do with loved ones on Christmas Eve to add a new tradition to the list and spend some quality family time together.

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Professional, but Caring

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