Adapted from the August AADMM Blog by Katherine Gudgel Many of you may have received a July 3rd email from the Social Security Administration referencing the new legislation known as the “One Big, Beautiful Bill.” While the email is authentic, some…
A Strong Start to a Meaningful Journey This first month has been nothing short of inspiring. I’ve had the pleasure of meeting with a handful of our clients, and each conversation has reaffirmed why I am here. Our mission—to bring…
[et_pb_section fb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}"][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.24.2" _module_preset="default" global_colors_info="{}"]The Ins and Outs of Hospice[/et_pb_text][et_pb_text _builder_version="4.27.4" _module_preset="default" global_colors_info="{}"]Hospice is care when you need it, not a death sentence[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default"…
[et_pb_section fb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}"][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.24.2" _module_preset="default" global_colors_info="{}"]Where Are Your Manners?[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.24.2" _module_preset="default" custom_padding="0px|||||" global_colors_info="{}"]I could go a lot of different places with that headline. …
[et_pb_section fb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}"][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.24.2" _module_preset="default" global_colors_info="{}"]Understanding Roles in Estate Planning[/et_pb_text][et_pb_text _builder_version="4.27.4" _module_preset="default" global_colors_info="{}"]Executor? Power of Attorney? Agent? Trustee? What is all this!!?[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.24.2"…
[et_pb_section fb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}" theme_builder_area="post_content"][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_text _builder_version="4.24.2" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"] Online Safety in the Data Breach Era [/et_pb_text][et_pb_text _builder_version="4.27.4" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"] Steps you can take to improve your online…
[et_pb_section fb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}"][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.24.2" _module_preset="default" global_colors_info="{}"]Preparing for Tax Time[/et_pb_text][et_pb_text _builder_version="4.27.4" _module_preset="default" global_colors_info="{}"]Do you have a system? Do you have a plan?[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_image src="https://papertigresspfc.com/wp-content/uploads/2025/01/Tax-Avoidance.png" alt="File…
[et_pb_section fb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}"][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.24.2" _module_preset="default" global_colors_info="{}"]End of Year Financial Move: [/et_pb_text][et_pb_text _builder_version="4.27.4" _module_preset="default" global_colors_info="{}"]Taking Your Required Minimum Distributions [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.27.4" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.27.4" _module_preset="default" global_colors_info="{}"][et_pb_image src="https://papertigresspfc.com/wp-content/uploads/2016/03/money.jpg" alt="One dollar bills…
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[et_pb_section fb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}"][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.24.2" _module_preset="default" global_colors_info="{}"]Holiday Check-ins [/et_pb_text][et_pb_text _builder_version="4.27.2" _module_preset="default" custom_padding="0px|||||" global_colors_info="{}"]Holidays provide a unique opportunity to check-in on our elders [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.24.2"…