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Have Peace of Mind Today, Tomorrow, For a Lifetime…
2026
JANUARY-A Visit to a Remarkable Institution
FEBRUARY-Why Love Letters Don’t Replace Legal Documents
MARCH-Spring Cleaning
APRIL-April Fools And The Danger Of Well-Meaning Advice
MAY-Jury Duty, Community, and Why Due Process Still Matters
JUNE-My Old Red Truck- What I Learned About Being Locked Out
JULY-The Older I Get, The More I Understand “The Winner”
AUGUST-The Hidden Weight Of Caring for Children and Aging Parents
2025
JANUARY-New Year’s Resolutions
FEBRUARY-Random Acts of Kindness
MARCH-Wild Fires and Insurance Claims
APRIL-The Historical Roots of a Living Trust
MAY-Planning For Your Loved One, Pets Included
JUNE-Can You Trust What You Know About Trusts?
JULY-Retirement Trusts After the SECURE Act
AUGUST-What Will Be Your Legacy
SEPTEMBER-Can I Inherit The Remote
OCTOBER-Celebrity Estate Nightmares
NOVEMBER-The Forgotten Leftovers
DECEMBER-A Holiday Reflection
2024
JANUARY-Understanding Trusts, Restatements and Amendments
FEBRUARY-Trustees, Executors and Agents – How to choose the right people
MARCH -Don Zoellner has retired, He will be missed
APRIL -Enriching Lives, One Furry Friend at a Time
MAY -The Importance of Clear Medical Decisions
JUNE -Bill Walton: A Giant of A Man
JULY -Trust the Experts
AUGUST -Disconnect To Reconnect
SEPTEMBER -The Power of “ACTS”
OCTOBER -Partial Truths in Estate Planning
NOVEMBER -From Loss to Gratitude
DECEMBER -A Legacy Forged From Rivalry
2023
January-The Purpose of a Retirement Trust
February-Your Life Plan Membership
March-CRT for Retirement Plans
April-3 Trust Administration Mistakes
May-Homeowner’s vs Homestead Exemptions
June-The Importance of a Co-Trustee
July-Funding your Trust
August-Password Vault
September-Estate Planning “Fake News”
October-Meet the Pets of Preston
November-Retirement Plan Mistakes to Avoid
December-Life Plan Membership
2022
Piece of Mind – January 2022
Piece of Mind – February 2022
Piece of Mind – March 2022
Piece of Mind – April 2022
Piece of Mind – May 2022
Piece of Mind – June 2022
Piece of Mind – July 2022
Piece of Mind – August 2022
Piece of Mind – September 2022
Piece of Mind – October 2022
Piece of Mind – November 2022
Piece of Mind – December 2022
2021
Piece of Mind – January 2021
Piece of Mind – February 2021
Piece of Mind – March 2021
Piece of Mind – April 2021
Piece of Mind – May 2021
Piece of Mind – June 2021
Piece of Mind – July 2021
Piece of Mind – August 2021
Piece of Mind – September 2021
Piece of Mind – October 2021
Piece of Mind – November 2021
Piece of Mind – December 2021
2020
Piece of Mind – January 2020
Piece of Mind – February 2020
Piece of Mind – March 2020
Piece of Mind – April 2020
Piece of Mind – May 2020
Piece of Mind – June 2020
Piece of Mind – July 2020
Piece of Mind – August 2020
Piece of Mind – September 2020
Piece of Mind – October 2020
Piece of Mind – November 2020
Piece of Mind – December 2020
2019
Piece of Mind – January 2019
Piece of Mind – February 2019
Piece of Mind – March 2019
Piece of Mind – April 2019
Piece of Mind – May 2019
Piece of Mind – June 2019
Piece of Mind – July 2019
Piece of Mind – August 2019
Piece of Mind – September 2019
Piece of Mind – October 2019
Piece of Mind – November 2019
Piece of Mind – December 2019
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