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February 1, 2020

The Caregiver Advisory Councils wants to hear from you!

Request for Information: Caregiver Advisory Councils

ACL leads the implementation of the RAISE Family Caregivers Act and the Supporting Grandparents Raising Grandchildren Act. Both laws established advisory councils...

January 11, 2020

This widowed client came in to see us and was finalizing his estate plan. We didn't see it happen, but the next thing we saw was this husband looking at a picture of his wife with such immense love. Moments like these crystallize the fact that the spiritual ties to lov...

September 14, 2018

BLOG FROM W/C WEBINAR NOBODY LIKES A TRUST FUND KID: HERE’S HOW TO PREPARE THEM. 

“GIVE TRUSTS A CHANCE” 

Baby Boomers, the country’s wealthiest generation, are expected to transfer $30 trillion to Gen Xers and Millennials over the coming decades.  This means millions of...

Dear Friends,
As we celebrate the holidays, and welcome the New Year, I want to take this opportunity to share a heartwarming message.
As we all lived it, 2017 brought our country an abundance of major twists and turns.  We watched, witnessed, and viscerally felt, the...

Aaron Goldman won Murray Middle School’s Principal’s Award. At age 2, he was diagnosed with a pervasive developmental disorder.

Aaron Goldman has never followed the crowd. Doing his own thing hasn’t been easy, but it has paved the way to earning Murray Middle School’s p...

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