Topics include:
- Counseling is part of the job description.
- You never know what’s going to happen.
- Four Easy Pieces of estate planning
- What does an Executor do?
Topics include:
–What’s an Estate Plan? Who Needs One?
–Horrible situations that come up
–How do people choose who to name for power of attorney, healthcare surrogate, personal representative?
–How do I provide for my pets?
Recorded March 2024
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Topics include:
Topics include:
Topics include:
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We had some fun with technical problems. This was recorded in August 2023 when Hurricane Idalia was approaching Florida. The weather caused some connect problems, but we got through it.
Topics include:
Topics include:
What is a Last Will and Testament?
Best Way to Provide for a Minor Child
Do it Yourself?
Living Wills
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We have a unique perspective on estate planning that serves our clients well. We thoroughly review not just your assets and your wishes but your legacy. We ask the questions “What’s in the best interest of this family, how do we achieve those goals and what kind of legacy do you want to leave behind?” After answering these key questions, we help you determine the best course of action for your family going forward.