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Blog Posts in October, 2020

  • Are Your Estate Planning Documents Up To Date? Do you even need one?

    You probably fall into one of three groups of people with regard to your estate plan. 1) You don’t think you need an estate plan so you have nothing, 2) You have one (great job!) and you’re assuming it’s fine, or 3) You know you need some planning or to update your old plan but you haven’t gotten to it, yet (it’s on the to do list but keeps moving to the bottom). Group 1 – You don’t think you need ...
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  • What's Cookin'

    Healthier Banana Fudgesicles 3 med. very ripe bananas 2 1/2 TBS of unsweetened cocoa powder 1/2 tsp of pure vanilla Blend bananas in a food processor until they reach a thick soft serve consistency. Add the cocoa and vanilla, blend again. Scoop mixture into popsicle molds and freeze overnight. (thanks to mamapapabubba.com)
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  • Estate Planning Horror Stories

    Frances Bean Cobain turned 28 this year. You may recall her famous Grunge Rocker dad, Kurt Cobain, front man for Nirvana. He died in 1994 at the age of 27. It may not seem obvious to every 27-year-old that they need an estate plan, even though most are not mega-stars with hundreds of millions of dollars but everyone needs some level of planning, especially if you have kids. Frances Bean was 20 ...
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  • Charley’s Chatter

    Dear humans, My human parents asked me to say hello. This is odd, because my mommy usually just says, “come on, Charley, go pee pee,” or something like that. Same with my daddy. If you know me, you know I don’t talk much but I wanted to share a few things. My mommy has not taken me to the office very much lately. (I promise I did NOT eat any of the snacks she keeps in her desk!) I don’t know why ...
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  • Taryn’s Tidbits

    We’ve been meaning to write this newsletter for years and what started as a section about a baby is now about a big girl! She’s now 5 ½ and we’re homeschooling due to Covid. Like many, my husband and I struggle to balance work with homeschooling. The flip side of that coin is that we get to spend time together scattered throughout the workday. It’s not often that you get to hear a 5 year old on ...
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  • Team Profile: Marla Simon

    Our employee spotlight is shining brightly on Marla Simon! Marla came to work for G&L just over a year ago. We were in the midst of moving and had a huge change in our team members. She was amazing! As our office manager, she not only helps run our office but she offers our clients and our team the kind of love and support you could only get from a mother. She is our ROCK! Marla is the mom to two ...
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  • Expert Advice: Scott Streitfeld, CPA

    We sat down with one of our favorite CPA’s, Scott Streitfeld, to learn a thing or two about taxes. DO YOUR HOMEWORK: Now that most of us are working at home and not spending hours commuting, research your tax questions on-line . The internet is full of up to date information that can answer even the most specific questions. Go straight to the source and start with the IRS website. You will save ...
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