M&B Monthly: September 2022

In This Edition: The Unwed Person’s Guide to Estate Planning Get to Know Paralegal Sierra Myers Recipe Spotlight Complimentary Estate Planning Webinar The Unwed Person’s Guide to Estate Planning By Bryce Kaufman, Attorney It’s a harmful myth that estate planning is only for people who are married or who have children. Everyone should have an […]

M&B Monthly: August 2022

In This Edition: No-Contest Clauses in Wills and Trusts Get to Know Paralegal Ricki Roles Recipe Spotlight Complimentary Estate Planning Webinar No-Contest Clauses in Wills and Trusts Can a beneficiary challenge a will or trust that has a no-contest clause? By Rachel W. Morrison, Will & Trust Litigator In estate planning, no-contest clauses are often […]

M&B Monthly: July 2022

In This Edition: Estate Planning During Periods of Inflation and Market Volatility Get to Know Attorney Bryce Kaufman Recipe Spotlight Estate Planning During Periods of Inflation and Market Volatility By Bryce Kaufman Like it or not, inflation is here. With higher prices and interest rates, as well as a volatile market, such unknowns may create […]

M&B Monthly: June 2022

In this edition of M&B Monthly… Letter From the President Feature Article: Medicaid Benefits and Protecting The Ones You Love Online Seminars A Little About Us… Highlighting Attorney, John Hemmerich and His Aunt’s Chocolate Strawberry Shortcake Recipe Letter from the President, Justin Martin Dear M&B Family, This month’s newsletter highlights Medicaid Planning. With the cost […]

M&B Monthly: April 2022

In this edition of M&B Monthly… Letter From the President Feature Article: My Loved One Passed Away, What Now? Forward Our Webinar Sign Up Link A Little About Us… Highlighting Trust Administration Attorney, Melissa Graveson and Her Favorite Tortellini Salad Recipe Letter from the President, Justin Martin Dear M&B Family, Melissa Graveson joined our firm […]

M&B Monthly: March 2022

In this edition of M&B Monthly… Letter From the President: Firm Update & Introduction to Feature Article Feature Article: Difficult Family Conversations, Written By John Boylston Join Us For Our Next Live Webinar! A Little About Us… Highlighting our Probate Paralegal, Tanya Hill, and Her Family Southern Buttermilk Biscuit Recipe Letter from the President, Justin […]

M&B Monthly: January 2022

In this edition of M&B Monthly: From the President: “We’re The Firm That Funds Our Trusts” — Estate Planning Seminars: Share With A Friend — A Little About Us… Highlighting Relationship Manager Jami Martin & Her Fabulous Crockpot Salsa Chicken Recipe

M&B Monthly: October 2021

In this edition of M&B Monthly… Letter From The President: Introduction To A Grantor Retained Annuity Trust (GRAT) Grantor Retained Annuity Trusts Explained – John Boylston Estate Planning Seminars: Share With A Friend A Little About Us… Highlighting our Customer Service Coordinator, Anna Gernega & Her Family Borscht Recipe Letter from the President, Justin Martin […]

M&B Monthly: August 2021

In this edition of M&B Monthly… From the President: Introducing our New Grown & Flown Package Grown and Flown, by Dina Weathers Estate Planning Seminars: A Benefit For Your Employees A Little About Us… Highlighting Attorney Dina Weathers & Her Favorite Pasta Salad Recipe Myatt & Bell Team Building Event at K1 Speed Letter from […]

M&B Monthly: July 2021

In this edition of M&B Monthly… Letter from the President – Spousal Lifetime Access Trust (SLAT) Estate Planning = Peace of Mind A Little About Us – Employee Profile with Andrew Ginis + his Great Aunt Mary’s Pie Crust Recipe We’re Hiring! Letter from the President, Justin Martin: Spousal Lifetime Access Trust (SLAT) Estate taxes […]