How did you get started in this business? Some would call it chance, however over time I’ve come to find that may have just been pure luck. I was introduced to a recruiter while in search of a job position in an office environment. I was well presented, and eager to start in a new…
A durable power of attorney for finances — or financial power of attorney — is a simple, inexpensive, and reliable way to arrange for someone to manage your finances if you become incapacitated (unable to make decisions for yourself). A financial power of attorney is a good document to make for yourself, but it can…
Have you seen our new website?! Isn’t it gorgeous, aesthetically pleasing, and fully functional with all the amazing bells and whistles (hello online questionnaires!)?! That’s because we hired Ricky Pierson of Pierson Media to start from scratch and create a website that is client-friendly, client-oriented, and just plain awesome! Hey Ricky! Welcome back… Can you…
Hi Damian… what brings you around? You asked me to. 🙂 Tell me what you do and what you can do for my clients? Well, let’s say you have a contested probate between siblings, and one of those siblings throws a brick at the other one’s car… I can help them fix their windshield…
Writtten by: Craig Meadows, Guest Writer There are many decisions to make upon learning you have a terminal illness, not the least of which are your end-of-life arrangements. From how you want end-of-life medical care handled to how you’ll provide for children after you’re gone, there’s a lot to consider as you face your final…
Hi Angel, what brings you around? You asked me to come here (he says with a smirk). 😊 You’re right. I did. Would you rather be in a real-life version of the Walking Dead or a real-life version of Game of Thrones? (and of course, why) I’d have to say GoT. You can’t have…
Many potential clients, acquaintances and friends (sometimes fearfully) ask me how do they create an estate plan? Like many things, the unknown is most times the scariest part of undertaking a large project like an Estate Plan. The most important part of what I do is take the burden off of their shoulders and create…
Today I taught my three year old his first lesson about death and was left far more affected than he was. His great aunt passed away a month ago (his “Tutita”) and today, in a moment of shame and vulnerability (he had farted and mistakenly pooped a little in his undies), he said through tears…
About three years ago, I made one of the biggest decisions of my life. With a five-month old in tow, in the middle of complete house remodel, and an empty client list, I decided to open my own practice… and it was one of the best choices I have ever made. Not only did it…
Congratulations!! You’ve prepared yourself and your family for the future. Creating a Last Will and Testament (preferably in conjunction with a Revocable Trust and Advanced Directives) is a huge accomplishment. But even if you already have an estate plan, you’ll want to examine these documents periodically to make sure they continue to reflect your wishes.…
