Each year at this time, I reflect on the past 12 months and review our progress. The past couple of years have presented many opportunities to innovate and grow. By embracing technology, we have been able to provide more effective services for our clients. Through the use of Zoom and FaceTime, our clients have been able to meet safely and keep their plans updated. At the same time, as physical locations reopened in mid-2021, we were able to accommodate those who preferred in-person meetings through flexible locations and meeting spaces.

In these challenging times, our LifespanWorksSM Program continues running strong, helping families keep updated on changing laws and family situations. As we acclimate to technology, we have improved our systems for keeping the funding of trusts up-to-date. Use of video conferencing has allowed us to coordinate Family Meetings more easily, especially with clients whose families are across town, or even across the country. By innovating and expanding these components, we have helped our clients take better advantage of the services included in their LifespanWorksSM membership.

As part of our education initiative, we have also started posting helpful articles through our blog, social media and newsletter so that we can be a resource for our clients and industry colleagues. Whether addressing common estate planning questions or explaining the details of changes in tax law, we will continue to expand these topics in the coming year.

So as we say hello to 2022, we would like to send a special thank you to our clients, our colleagues and our friends. We look forward to continuing to serve you as we head into this new year of new opportunities, and stay tuned for more exciting news in the coming months.

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