A Gift That Leaves a Legacy
Interestingly enough, the word Legacy has a formal definition of a gift of property or money. As a society, however, we refer to...
17 December, 2014
Blog/Newsletter
It’s Time To Have The Talk: Planning Guardianship
At this point, the tables have turned and “the talk” is now the talk that you need to have with your parents and...
26 November, 2014
When To Start Writing Your Will: There’s No Time Like the Present
The trouble is, you think you have time We completely understand: there’s nothing quite like mentioning your Last Will & Testament to kill whatever...
01 July, 2014
An Interview with Tulsa Kwik Dry
In this month's blog post, Gary chats with Matt McWilliams, owner of Tulsa Kwik Dry. He shares a bit about how our partnership...
17 April, 2000
The Rise of AI-Powered Scams: Red Flags Everyone Should Know
Artificial intelligence is transforming the way we work, communicate, and do business - but it’s also giving scammers powerful new tools. AI-powered scams...
05 January, 2000
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