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Everyone who has anyone who depends on them financially or in any other way needs to make estate planning a priority. It’s just 3 documents but it’s hard actually to get the paperwork in order. What’s the hold up? Frankly, it’s hard for people to...

Helping more than one generation in a family is rewarding in many ways.  Each member of the family brings his or her own experiences and history to the family dynamic, and understanding these interactions strengthens our relationships with our clients.  When the family enters a...

After years of involvement with nonprofits, Carolyn Meakem, the founder of The Meakem Group, realized her dream of helping to found Leadership Montgomery.  A nonprofit organization devoted to creating leaders in Montgomery County who will work for the betterment of the community, Leadership Montgomery came...