News at the Firm

Summer Update

The summer has continued to stay busy at InSight with the addition of new clients and their families and team members enjoying their summer vacations.

We are happy with the success of the Annual Client Meetings, (minus the parking issues to work out at the Arlington location) and we got a lot of great feedback from clients as well as much needed documentation from everyone. We want to thank all of our clients who were able to attend and those who have been so cooperative with providing all the verifications and documents we have been requesting to ensure the success of their plans. We will continue to concentrate on all of these funding issues throughout the summer.

We are also excited about the upcoming Client Advisory Board meeting in August followed by our Client Update Programs starting in September.

As always, if you need anything please feel free to contact us with any questions or concerns.

Spring has sprung and new things are happening

InSight Law has been super busy as we roll through the Spring and into the Summer. We have continued welcoming more clients for their estate planning and small business needs and have been educating ourselves into new areas of law. With the addition of Wendy Masemer, an associate attorney, and Jesci Drake as a legal assistant, our team is continuing to grow and expand.

We are getting excited to be in the planning stages of our Annual Client Meetings coming up in May and June and can’t wait to see everyone again. We will be reviewing your personal Asset Review Reports, talking about current laws regarding your estate plan, touring our new website, and more. If you have not already completed your registration, please do so soon!

Also, as you can tell we have been working on our new website. We are excited to offer clients the opportunity to register for events and classes, pay fees, and have access to numerous documents and educational videos in our Client only access area.

We look forward to great Spring quarter and as always, please feel free to contact us with any questions or concerns.

Spring has sprung and new things are happening

InSight Law has been super busy as we roll through the Spring and into the Summer. We have continued welcoming more clients for their estate planning and small business needs and have been educating ourselves into new areas of law. With the addition of Wendy Masemer, an associate attorney, and Jesci Drake as a legal assistant, our team is continuing to grow and expand.

We are getting excited to be in the planning stages of our Annual Client Meetings coming up in May and June and can’t wait to see everyone again. We will be reviewing your personal Asset Review Reports, talking about current laws regarding your estate plan, touring our new website, and more. If you have not already completed your registration, please do so soon!

Also, as you can tell we have been working on our new website. We are excited to offer clients the opportunity to register for events and classes, pay fees, and have access to numerous documents and educational videos in our Client only access area.

We look forward to great Spring quarter and as always, please feel free to contact us with any questions or concerns.