Can You Find Accounts After Someone Dies?
If I had a dollar for every time I got this question, I’d have… well… a very well-documented asset inventory. Here’s the question, almost word
What If January Didn’t Ask So Much of Us?
January has opinions. It’s “circle back” season, which means everything we lovingly punted to after the holidays has now boomeranged back into our inboxes, calendars,
2025: A Year of Helping Families, Clearing Logjams & Celebrating Big Milestones
As another year wraps up, I’ve been doing what I encourage so many of my clients to do. I’ve been taking stock. Of the work,
🍁 This Thanksgiving, Give Your Family a Future They’ll Be Thankful For
As we roll into Thanksgiving—the season of gratitude, elastic waistbands, and wondering why the mashed potatoes always run out before the turkey—I want to invite
My Client Was the Victim of Deed Fraud
Recently, I went to check on a property for an executor client who lives out of state. She’s been working to settle her dad’s estate,
🎃 The Scariest Things You Can Do To Your Executor
A few weeks ago, a woman called me in a panic. She’d just received a letter from an attorney saying her uncle had named her
About the Author
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Can You Find Accounts After Someone Dies?If I had a dollar for every... -
What If January Didn’t Ask So Much of Us?January has opinions.It’s “circle back” season, which... -
2025: A Year of Helping Families, Clearing Logjams & Celebrating Big MilestonesAs another year wraps up, I’ve been...
