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Category Archives: Estate Planning

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Family Stories

Estate PlanningBy Susan GrahamJanuary 28, 2025

The best gift for your family is your stories

Warren Buffett Estate Planning Lessons

Estate PlanningBy Susan GrahamDecember 9, 2024

As one of the wealthiest individuals on the planet, Warren Buffett’s public disclosure of some of his estate planning earlier this summer crated plenty of interest.

A Special Gift You Can Make at Thanksgiving

Estate PlanningBy Susan GrahamNovember 15, 2024

Both Thanksgiving and estate planning are all about your family.

A Fresh Perspective: Thanksgiving and Estate Planning

Estate PlanningBy Susan GrahamNovember 5, 2024

While the holiday is primarily about gratitude and togetherness, it also presents a unique opportunity to discuss important family matters – including estate planning.

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