This month Jim hosted a webinar with our business partner Renee Parris of Forecast Estate Planning. She outlines the differences between a will and a trust and clarifies why every family with minors or special needs adult children needs a Revocable Living Trust.

Continue Reading Estate Planning for Families with Kids Webinar

In January we hosted a Digital Estate Planning Webinar for Jim’s clients with Mobile Computer Doctor to share everything we have learned about digital estate planning and to share our favorite resources and new services available. Check it out!

Continue Reading Don’t Take Your Passwords to the Grave: Digital Estate Planning Made Simple