December 1st will be a milestone in our office. We started our blog 7 years ago and we have covered a lot over that time and seen a lot happen.
Keith’s first blog introduced you to Jana and Jeanne. Well, Jana left us to pursue other avenues. We still keep in touch with her and her family and love to see them as often as we can. Jeanne is still with us, and her whole family has grown up under our noses. At the time Keith first posted, we had 3 team members and 3 attorneys, now we have the 3 attorneys, but we have 6 team members. Life is good here in the office. My grandson has grown up in front of my eyes and will be 11 years old in December. I just passed my 12th year anniversary with the firm. I tease Keith and Jon that they only have me for 8 more years, then I will shut the door for the last time. You will see that 8 years will fly by fast. Our new attorney, Heather is sharp as a tack and if you haven’t met her yet, you are in for a treat. Chris, our receptionist, is as friendly and welcoming as they come. Those of you that work with Teresa to complete your funding know how hard she works to get your work done efficiently and competently. We recently added another team member, Danica, who is working with both Teresa and on funding and the attorneys on estate settlement, and has her hands full. As you can see, our office is hopping. Now we get to introduce you to LaTonya, who is going to be doing a little bit of everything but primarily as an additional assistant for estate settlement matters. LaTonya is working toward a degree in accounting and we are very happy to add her to our team. With the skills and personality she possesses, you will love working with her also. We are lucky to work here and I have been very lucky to be here as long as I have.
With our blogs, we have touched base on lots of topics over the years and hope you have enjoyed reading them. More recently the ABLE Accounts, but also things like: taxes and your estate; making the decision to put your loved ones into an assisted living facility; the different types of trusts; healthcare documents; cyber security; special need trusts; guardianships and conservatorships. There are numerous other topics on our website if you wish to search for them, they are all there to read.
We are the luckiest people around, we get to meet and work with some of the best people Montana has to offer. I love to chat with you when you call. I think some of you may wish I would just cut the call short sometimes. Sorry, it is my job to chat, and I do a good job of it! Everyone at our office hopes you have enjoyed the information we have shared and will keep reading if we keep putting it out there.