COVID-19 Resources

April 3, 2020

Is a Revocable Living Trust Right for Me?

Revocable Living Trusts An estate plan based upon the foundation of a revocable living trust is one of the greatest strategies we have to create smooth […]
March 27, 2020
information about the article

Coronavirus Aid, Relief, and Economic Security (CARES) Act

The Us House & Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act Here is information that individuals and business owners need to know […]
March 23, 2020

Embarking On New Adventures

March 20, 2020

Preserving Choices Provides Peace & Comfort

This short video provides information about how to preserve your choices by executing health care advance directives and the durable power of attorney.
March 19, 2020

Three Oaks COVID-19 Message

Despite the changes we have to make, we will continue to serve you so that you can protect yourself and your family during this time. What […]
November 21, 2019

The Roles of a Mother: Protecting Your Children

As we enter this month honoring moms, I’d like us to take a step back and reflect on all of the roles of a mother. Mothers […]
November 21, 2019

Estate Planning Needs for Families with Minor Children

I’d like to share a topic that’s so important for my family – Estate Planning Needs for Families with Minor Children. I’m sure it’s not a […]
November 21, 2019

Things Change – So Should Your Estate Plan

Major life events. They are inevitable – a fact of life. At times they bring joy and excitement. Other times we are left saddened by the […]
November 21, 2019

Everyone Needs a Comprehensive Durable Power of Attorney – What are the benefits?

Estate planning is much more than planning for the transfer of our assets upon our death, it is just as important to plan for our incapacity […]
March 19, 2020

Three Oaks COVID-19 Message

Despite the changes we have to make, we will continue to serve you so that you can protect yourself and your family during this time. What […]
March 20, 2020

Preserving Choices Provides Peace & Comfort

This short video provides information about how to preserve your choices by executing health care advance directives and the durable power of attorney.
March 23, 2020

Embarking On New Adventures

March 27, 2020
information about the article

Coronavirus Aid, Relief, and Economic Security (CARES) Act

The Us House & Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act Here is information that individuals and business owners need to know […]