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PB Law Blog... Trusts and Stuff

Thursday, November 17, 2022

Happy Birthday, Becky!

Happy Birthday to the lovely, caring + wonderful face of our firm, Becky DeCoite! We are SO lucky to have you as a friend and team mate - have a wonderful birthday!


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Monday, October 10, 2022

NEW SERIES! Are your gifts causing more harm than good? When generosity backfires...

As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match). 
That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits. 
In this series, I’m offering a weekly Q&A to outlines some mistakes I've seen my generous clients make- along with my recommended course-correct plan of action!

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Wednesday, October 5, 2022

PB Law Weekly Round Up! | What to Do (Today!) to Sell Your Business "Someday"...

Even if you're nowhere close to thinking about retirement, there are things you can implement in your business right now to prepare for way down the road...


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Friday, June 24, 2022

Happy Birthday, Kat!

Happy Birthday to YOU!