Probate And How To Avoid It

Ah, Probate! That word evokes so much meaning for me. Mostly, it is a source of anxiety and uncertainty for everyone involved in one. We help clients administer their family’s estates through probate, and recently it has been a journey of frustrations, so I thought I would address it now with you. 

2020-09-23T16:00:18+00:00June 8th, 2020|Newsletter|Comments Off on Probate And How To Avoid It

Get Ready For National Legacy Day With Me

So what is National legacy day all about? It's really the day where you're going to pull out your Estate Binder, you're going to take a look at your Flowchart, you're going to take a look at your Asset Summary. And you're going to take a look at all of those Worksheets that are in the back of your Binder and look to see what's there. 

2020-09-23T16:07:19+00:00May 22nd, 2020|Newsletter|Comments Off on Get Ready For National Legacy Day With Me

How Does Your Idea Become A ‘Day’?

We all know holidays like Christmas, Passover, Thanksgiving, and Ramadan all have religious and historical origins, but what about Mother's Day? Or National Pineapple Day? It turns out it just takes one person with a passion to create a “Day.”

2020-09-23T16:23:26+00:00May 16th, 2020|Newsletter|Comments Off on How Does Your Idea Become A ‘Day’?
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