Trusts

On-going Review

Have you considered a “life review” recently?  How often do you change the oil in your car?  How about your tires?  What about having a medical check-up?  Do you schedule check-ups on a regular basis? It’s become clear that while we may schedule reviews of our physical selves or things we own, we may not […]

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Who’s on Your Team?

Teams – when you think of a team, what do you think of?  Sports?  Work?  Health?  If I were to ask you about your personal team, what would your response be? We’re going to focus on what you can concentrate on starting today to plan for and assess what you have in place for you

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The Living Planner Advisory Perspective Series – Shoup Legal

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, it is my pleasure to introduce Andrea Shoup of Shoup Legal. Andrea K. Shoup

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