Over a glass of wine, timing was everything.

It only took a few minutes into our tasting, until Brian our advisor, noticed the date stamp on the cork and asked if we have really had the vineyard that long. It was true, and it had grown substantially in the 20 years since we started. He followed up that question with an even more important one… Was our estate updated? It wasn’t, meaning if anything were to happen, it would leave our two sons with nothing. And as I was about to go in for emergency surgery the very next week, Brian immediately got on the phone with an attorney local to our area. Within a few days, our entire trust was re-drafted and solidified just in time. The surgery went well, but our peace of mind knowing that our boys would be taken care of was everything. Brian understood our story to make that happen. He understood the meaning of the little things.