Establishing an Estate Plan: What is the process?

It’s 2020 and, in the past few years, you have been firmly #adulting.  You have a career, maybe you got engaged, married, maybe bought a house or moved in with your partner, maybe had a kid, maybe a friend or family member died, etc… Humans don’t like to plan for bad...
What is Estate Planning?

What is Estate Planning?

Coronavirus and COVID-19 have pushed various topics, that normally are treated as “when I get to it,” to the front of the line.  One of those neglected items are personal and business estate plans.  Of course, no one wants to talk about dying, and what happens after...

TFC Q2 2020 Update and Market Summary

Well, that was certainly a quarter for the memory banks.  Hopefully not to be repeated. Both Derek and Melissa decided to work from home for most of March, April, and May.  We returned to the office on a limited basis just before Memorial Day, and have been slowing...

2020 Check In: Where We Stand & The Controllables

Can 2020 get any more strange? Strange puts it mildly. It has been a very challenging year from so many perspectives in life. We had COVID-19 ravage our state and nation, and we are not out of the woods by any means, the economy took a nosedive, the worst short-term...