Podcasts about estate attorneys

On this week's America's Land Auctioneer radio show, Kevin Pifer is joined by Jessica Foss and John Williams, Trusts and Estate Attorneys with Fredrikson & Byron Law Firm in Fargo. In this episode, they discuss wills, trust, estate and succession planning. Jessica and John elaborate on the different types of trusts and how to properly structure a will and trust. They also address the biggest mistake people make when it comes to estate planning. Jessica and John also discuss the importance of asset protection and how to properly protect your assets. They inform listeners on the difference between co-signer vs co- owner on an account, and common mistakes people make when putting together a succession plan. Follow Kevin at www.americalandauctioneer.com and on Instagram & Facebook

In this People, Not Titles podcast episode, Steve Kaempf interviews Mike Angelina and Mark Herrick, partners at Angelina and Herrick law firm, about their journey in the law profession and their specialization in real estate transactions. They discuss how they started their own law firm and eventually narrowed down their focus to real estate. The partners also discuss their early days in the firm and how they started with the promise of getting some of the fallout from other firms. They talk about the challenges they faced and how they found success in their niche area of real estate law. The interview highlights the importance of teamwork, work-life balance, and flexibility in the legal profession. https://www.ah-lawyers.com/ People, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues. IG - https://www.instagram.com/peoplenotti... FB - https://www.facebook.com/peoplenottitles Twitter - https://twitter.com/sjkaempf Spotify - https://open.spotify.com/show/1uu5kTv... 00:00 Introduction 00:01:22 Inspiration for Law School 00:03:01 Starting a Law Firm 00:04:52 Narrowing Down to Real Estate 00:05:46 Mark Herrick's childhood dream 00:06:26 Realization that family law is not for him 00:08:08 Transition to real estate law 00:10:54 Mark's Childhood Inspiration 00:12:05 Starting a Law Firm 00:12:19 Real Estate Attorneys as Entrepreneurs 00:15:16 Starting a Real Estate Practice 00:17:49 Transitioning from Litigation to Real Estate 00:18:32 Challenges of Being a Litigator and Real Estate Attorney 00:19:23 Breaking up a partnership 00:20:23 Entrepreneur's journey 00:22:49 Staying positive during tough times 00:23:42 Short Sales 00:27:06 Reinventing the Business 00:28:03 Specializing in Real Estate 00:28:27 Processes and Personalities 00:31:12 Happy Experience 00:32:27 Pivoting in Real Estate Transactions 00:32:37 Experience in Real Estate Transactions 00:34:31 Guiding Clients in Real Estate Transactions 00:37:13 No Associates, All Partners 00:40:59 Building a Legacy 00:39:07 Growing the Business 00:37:53 Importance of Vetting 00:42:23 Importance of Paralegals 00:44:13 Having a Family Business 00:45:58 Flexibility in Running a Business 00:47:04 Vacation and work balance 00:48:12 Handling work while on vacation 00:49:38 Hiring young attorneys https://www.ah-lawyers.com/ People, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues. IG - https://www.instagram.com/peoplenotti... FB - https://www.facebook.com/peoplenottitles Twitter - https://twitter.com/sjkaempf Spotify - https://open.spotify.com/show/1uu5kTv...

Deals generally never run smoothly from the Deal Sheet to closing. Attorneys and Agents need to work together through the entire process. Here are some tips and clarification. 

Visit www.TLOPonline.com for MORE CONTENT! Whether you're an LO, realtor, CPA or Financial advisor, you can benefit from building a referral relationship with local attorney. Family Law aka Divorce, Immigration Attorneys, and Estate Attorneys. 

By going from working with real estate attorneys to becoming one herself, Bonnie learned the ins and outs of the role real estate attorneys play for real estate investors… but perhaps most importantly what they leave on the table. In this episode, you'll learnFee structures to expect for real estate attorneyFinding the balance between real estate law and the reality of real estate investingThe limitations of the law firm model⬇⬇⬇// RESOURCES:⚖️ Check out Landlord Law SchoolRead the full show notes & blog© 2021-2022 Bonnie Galam LLC | All rights reserved | Any use of this intellectual property owned by Bonnie Galam LLC may not be used in connection with the sale or distribution of any content (free of paid, written or verbal), produce, and/or service by you without prior written consent from Bonnie Galam LLC

The Charlotte City Council adopted a new "Unified Development Ordinance" (or UDO) that encompasses all zoning and building rules. The nearly-700 page document had drawn opposition because it eliminated the default zoning rule that prevented multi-family projects from being built in neighborhoods with single-family homes. The measure passed 6-4, amid concerns that it would prompt greater gentrification in older, minority-owned neighborhoods on the East and West side of the Queen City. Wealthier neighborhoods could band together, hire an attorney, and place deed restrictions on their properties to protect their existing neighborhoods.  Meanwhile, a new report from the Institute of Government Studies at UC Berkeley finds urban cores of cities are not rebounding after the pandemic.     Get exclusive content here!: https://thepetekalinershow.com/See omnystudio.com/listener for privacy information.

In this week's episode, Christian and Rod lay it all out in simplifying some of the most common questions they receive about Life Insurance within Trusts. What does the typical experience with Estate Attorneys look like? What should you watch for, and which options do you have when it comes to your trust? Tune in as Christian and Rod answer all of these questions plus many more to give you the information you need about Life Insurance within Trusts! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com  Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at moneyinsightsgroup.com/podcast Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net

You could easily spend days researching which real estate lawyer to use but why not save yourself the trouble by using Local Attorneys Online. More details at https://localattorneysonline.com (https://localattorneysonline.com)

M. Brennan Ray, real estate specialist and shareholder at Burch & Cracchiolo talks about how the real estate sector has a demand for attorneys in the Arizona market and reveals an interesting history his family has in the Valley.

Welcome back to another episode of the NY Real Estate Investing Show! This episode, Greg and Michael talk about what you need to know about real estate attorneys in New York.

Attorneys. We hate them. We love them. However, we need them. They can be costly, but being cheap can be very expensive. Here in New York when a real estate transaction happens it involves attorneys on both sides of the table. A good one can be worth its weight in gold and a bad one can really leave you in the dirt. Today we are talking about why using a good New York real estate attorney is imperative in order to ensure you have a successful outcome when you are on either side of the table in a real estate transaction. It's imperative to hire an attorney who understands the workings of New York City Real estate. They are your gatekeeper to owning a sound investment. Walking through a property is not enough, you need to look under the hood. A good attorney will know the right questions to ask the building's representatives about the health of the property.  Having an attorney with local knowledge is KEY. Real Estate in New York City is specific to itself. The documents that are part of the due diligence include financial statements, offering plans and amendments to those plans and the attorneys that do this all the time can efficiently go through all of this and then let you know more about your investment. They often will read board minutes to see if any expenses are coming down the road for you and if the building doesn't allow that then they will send a questionnaire that asks all the important questions so that you are covered. A knowledgeable attorney can save you a lot of time and money. Don't be penny wise and pound foolish.  Any other questions? Reach out to us at www.therealestatebroadsofnewyork.com or you can email us at deniseandsharon@compass.com If you enjoy this podcast, please tap on the stars below and consider leaving a short review on Apple Podcasts. It will take less than 60 seconds, and it makes a difference in helping us bring you more content. Subscribe to The Real Estate Broads of New York on Apple Podcasts, Google Podcasts, Stitcher, Spotify, or wherever you listen so that you never miss an episode, and let us know if you have any questions or topics for future episodes you'd like us to discuss.

About Sam Sugar: Dr. Sugar is a medical doctor and a founder and president of Americans Against Abuse of Probate Guardianships, AAAPG, an organization designed to expose the corruption of the nation's guardianship systems. Dr. Sugar received his medical degree from the Abraham Lincoln College of Medicine at the University of Illinois, Chicago. He achieved certification as a specialist in internal medicine from the American Board of Internal Medicine and was distinguished as a fellow of the American College of Physicians. He has served as a director for managed care at Evanston, Northwestern Healthcare, and is taught at both Northwestern University's Feinberg School of Medicine and the Chicago Medical School. In 2014, after experiencing the horrors of guardianship firsthand, Dr. Sugar created Americans Against Abuse of Probate Guardianships. In this episode, Steve and Sam Sugar discuss:1. What was the horror of guardianship that you experienced firsthand?When we discovered that this guardianship process had been subverted to a racket, basically a very profitable racket for the entire for-profit guardianship industry, which includes the court insiders, the judge, the lawyers, the guardians, and an army of people downstream who profit from it, by virtue of straw man sales, underhanded kickbacks, and the like. It's a gigantic industry, it's enormously profitable and the people in it will do anything to keep it going.2. Was that the driving force for you to create the Americans Against Abuse of Probate Guardianship?In the midst of the early portion of this ordeal, my wife and I kind of came to the conclusion, we're just really unlucky, this probably only happened to us. There are probably no other people in the world that could have the bad luck to run into a judge like that, lawyers like that, and horrible people in that system. I was invited out of the blue to attend a political breakfast for someone who was running for the school board where I lived and it was a free breakfast so I went. While I was there, I raised my hand and I said, “Do you have a position on probate guardianship,” which, in retrospect, was a crazy question to ask, But he answered it as best he could. And then I was stopped afterward by another woman, who said, “Why did you ask about that?” One thing led to another and we discovered that the two of us were involved in that. Then two became four and four became eight and now it's about 1000 families, not individuals, families, who are on our website, mailing list, and social media. 3. Is this unique to just the retirement states of the country such as Florida, Arizona, California, and Nevada?Well, it's certainly present in every state to a varying degree and I will tell you, much to my surprise, Over the years, the absolute worst state in the country, which is saying a lot, is Michigan, of all places. Their system is absolutely breathtakingly corrupt, everybody knows it, and nobody's willing to do anything about it. Over the years, our work has spawned an advocacy group in Michigan, which is really very well populated, very active, and getting great results called The Voice run by one of our advocates. 4. Can you tell our injured senior community a little little bit about what guardianship is?Guardianship is a legal process by which a court can remove the rights of someone who hasn't broken the law, or done anything wrong. Someone can be alleged, usually by a lawyer, to be in need of protection from abuse, neglect, and exploitation. Usually, the lawyer brings an allegation, an unsubstantiated or unverified unsworn, just one lawyer talking, saying, “Your Honor, there's someone in our community in your jurisdiction, who may be being abused, neglected or exploited,” period. That's the magic sentence. At that point, the judge has the ability and the initiative to appoint what's called a substitute decision-maker. That is an individual who ultimately will be given what's called letters of guardianship, at which point that guardian has wards and a ward needs a guardian. So that's what you call a person who's in the situation, either an allegedly incapacitated ward. The guardian then owns that person and I want to say that again, for emphasis a ward is the property of his or her guardian, and the guardian can do pretty much whatever they want to do, as long as they have a court order with that person, that's a guardian of the person, or with their money that's a guardian of the estate, or both. 5.  Is there a distinction between kinds of guardians?There's a huge distinction between professional, and family guardianships. Family guardianships do constitute the great majority of guardianships in the country. In the last 30 years or so, there has arisen an entire group, a class of what's called professional for-profit guardians. Why are there so many professional guardians? In Florida, I'm talking about now, because nobody knows. The answer is like what Willie Sutton said, “that's where the money is.” Not only do we not know how many professional guardians there are in the United States, but we also don't even know how many Guardianships there are in the United States. The best guess, by the GAO is somewhere between a million and a half and 4 million in Florida, where the numbers have been provided to us by one of the premier clerks of court, who actually surveyed all 57 clerks of court in Florida. There are somewhere between 50 and 65,000 active Guardianships today in Florida, and they're being created at a rate of between seven and 8000 new ones a year.6. Are all these 55 60,000 guardianships in Florida? I wish I could give you those numbers, but because court records for guardianships are considered mental health issues. The court records are typically sequestered, meaning that people like us can't research these numbers. Although they do exist. The Department of Elderly Affairs knows all this information but is constitutionally forbidden to share it. So this is a system and a business that generates many billions of dollars a year for its “perpetrators” if you want to use that clause. If you have the ability to be recognized by the court as a professional guardian. People ask what does it take? I thought that's a great job. What do I need to do? Do I have to have a graduate degree? Do I need certification? Well, the answer is no. Here are the requirements generally speaking to be a guardian and in Florida. Ready? Yep, got to be a team. You got to have to have a high school diploma, a GED is good enough. You can't have had a conviction for a criminal offense for felony. Parking tickets are okay and you have to complete a course that's supposed to be 40 hours long, but can be completed in a weekend at a junior college. If you pay a few bucks, then all you have to do is submit your application and not lie about previous bankruptcies, which we've seen done repeatedly, and boom, you are a guardian. In order to become a professional guardian and recognized as such, you have to have been appointed at least three wards.7. Once someone gets certified, what is the level of regulation or oversight by the state?Part of the problem was to an abject failure of monitoring and supervision of not only guardianships, not only the lawyers but the judges and even though Florida statute and statutes in every state really provide a mechanism for supposed oversight over the courts and these guardianships, we realized that the laws were insufficient, and we went down to our state capitol in Tallahassee, and we were successful two years in a row to change the statute 744, to include more monitoring, oversight, supervision, and to create a new agency called the Office of Public and Professional Guardians, the OPPG, and those pieces of legislation were accepted unanimously. Ultimately, there was applause in the chamber of the legislature, the combined legislature. If you ask me now, five years or four years later, what difference they've made? The answer is zero. 8. What are some ways that individuals can prevent becoming award of a guardian and also the families, what they can do to prevent a guardianship?In the first place, make sure you have valid and recent advanced directives. Advanced directives are two types of documents. One is a durable power of attorney for your financial matters and the other one is a healthcare power of attorney. To determine who you want to make medical decisions for you at a time where you can't, those have to be perfect. Most importantly, in your durable power of attorney, there must be a clause that says something like, “I specifically prohibit any court, or any other governmental entity from appointing for me, any professional guardian, at any time, for any reason, in perpetuity” because if you don't have that, in your advanced directives, I've seen one case where a judge has said, you know, “I'm looking at these advanced directives, and it doesn't say anything about I shouldn't appoint a guardian. So I will.” You need to make sure that those advanced directives are easily available and retrievable by people you trust, you can't hide them in a safe, because when you need them, they won't be able to be found. That's the first thing. The second thing is the hard part, solve your family disputes, I cannot tell you how important that is. If you've got family members, even a distant aunt or uncle or cousin or niece or nephew, they can start this process even if they haven't seen you for 10 years, if they're what's called interested parties. Heal your wounds, heal your divisions and lessen the likelihood that somebody is going to go after you when you're at your weakest.9. What is really the reality of how these are actually becoming guardianships?The really sad reality that strikes me is that the very institutions and people that are supposed to be assisting those who are in need possibly are where the worst guardianship abuses take place. For example, hospitals, a large number of hospitals, hospitalized individuals, who maybe broke their hip had a heart attack had a stroke, on dialysis, is visited by friendly social workers, or other hospital staff who are concerned, “gosh, this person hasn't had a visitor in a day or two. They must be all alone. They must need help and I must need the bounty that I'll collect by reporting it to a lawyer.” That happens a lot. These guardians hang out and can be found in senior centers, in doctors offices, in clinics, in daycare centers, in dialysis centers, anywhere where an elderly frail person can be found. You will find individuals complicit in this corruption, including doctors, nurses, social workers, ER technicians, therapists because disgustingly there are bounties for referring them. So are they solicited by these professional guardians? I can't prove that, but I strongly suspect it. Okay. Not just the guardians, but their attorneys as well.10. Are their family lawyers also part of this whole scheme?No, actually, one has to understand who the lawyers and probate really are and there are two distinct classes of Estate Attorneys and probate attorneys. The first is your garden variety estate attorney, whose primary job is to create documents and create documents that can be relied upon in court and that clearly states the wishes of their client. There's a second variety of lawyers that are called litigators. They're the ones who challenged those doctors. They're the ones who have this ability to bill unlimited hours."Did you know that a judge can divorce you during a proceeding to take away your right to inherit from a spouse?" —  Sam SugarTo find out more about the National Injured Senior Law Center or to set up a free consultation go to https://www.injuredseniorhotline.com/ or call 855-622-6530Connect with Sam Sugar: Facebook: https://www.facebook.com/AAAPG.net Website: aaapg.net Book: Guardianships and the Elderly: The Perfect CrimeEmail: drsam@aaapg.net  CONNECT WITH STEVE H. HEISLER:Website: www.injuredseniorhotline.comFacebook: https://www.facebook.com/attorneysteveheisler/LinkedIn: https://www.linkedin.com/company/the-law-offices-of-steven-h.-heisler/about/ Email: info@injuredseniorhotline.com  Show notes by Podcastologist: Kristen BraunAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

What to do when a loved one dies? How do you begin to settle an estate when real property is involved? How do you sell a home in another state when a loved one passes? Do you need a realtor to settle an estate? These are just a couple of the issues that a grieving family faces when a loved one dies. In today's podcast, I discuss the role that a realtor who is well versed in working with Estate Attorneys and probate provides for the family with Kim Ward of Horizon Real Estate. Kim is a Realtor specializing in this type of work and coach to other Realtors who want to add this niche of professionalism to their toolkit. Are you interested in moving to Nashville and don't know where to start? Check out my entire Buyer's Gallery for tips on everything you need to be in the know when buying a home in Nashville: https://m.me/SusanIsRealEstate/ref=bu.... Here you will find an entire series/guides that will help you get started in determining if Nashville might be a great home for you. Want to know more Settling an estate in California? Then Kim Ward is your new best friend! You can reach her at Kim Ward:Horizon Real Estate - Office:619.741.0111 Email: probateandtrusthelp.com #tipsformovingoutofstate #movingtoNashville #bestrealtorsinnashville #parksrealtorsgreenhills Special thanks to Thetford Insurance Services - a full service independent insurance agency in business in Nashville ,Tennessee for over 30 years , for their sponsorship of this podcast, "Nashville Transitions Made Simple"

Real Estate is easy until you are approached with contracts and over 50 pages worth of closing documents. Who is going to read all that legal mumbo jumbo? Viki Katris from The Katris Law Group will! In this episode find out why it is important to have the right real estate attorney on your home buying team.Find us on Facebook: https://www.facebook.com/TheRealtorOfChicago/Find us on Instagram: https://www.instagram.com/therealtorofchicago/Find us on the Web: https://realtorofchicago.com/Find us on Youtube: https://www.youtube.com/channel/UCQ2uDwXdh_o38ZEzgbq_xOQ?view_as=subscriberContact us directly by text or call - 708.205.7121We are looking forward to meeting you!Antonio Escareno - BrokerVerenice Escareno - BrokerRealty of Chicago6535 W. Cermak Rd. Berwyn, IL 60402www.reatlorofchicago.comRealty of Chicago1118 W. 18th StChicago, IL 60632This podcast was produced by Antonio Escareno from Realty of Chicago, he is an Illinois licensed real estate broker. This episode serves as an advertisement so please disregard this if you are currently working with an agent. Realty of Chicago proudly supports the national fair housing alliance.

Ever feel like choosing between an attorney, insurance agent, and mortgage lender he's more of a hassle than it should be? In this real brief episode I break down what I do personally when looking to choose between those three.I will admit that I ran out of time on this one, but I did provide my contact information should you want more information about this topic. Hope to speak to you soon!

Ever feel like choosing between an attorney, insurance agent, and mortgage lender he's more of a hassle than it should be? In this real brief episode I break down what I do personally when looking to choose between those three.I will admit that I ran out of time on this one, but I did provide my contact information should you want more information about this topic. Hope to speak to you soon!

The real estate business is not as easy as it is. It’s always one thing after another, and there are curveballs and new things that are thrown at you. You also have times when your consultants or vendors are making life more difficult for you, and that can add to some of the frustration. This episode is about hosts Chris Seveney and Gail Anthony Greenberg’s total rage and indignation at bad attorneys in this business. Read on to learn some of their unpleasant experiences with bad attorneys, and be forewarned on how you can avoid one because after all, the wrong attorney can cause bad, disastrous results. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Good Deeds Note Investing movement today: GoodDeedsNoteInvesting.com Chris Seveney Facebook Chris Seveney Twitter Chris Seveney Instagram Gail Greenberg Facebook 7EInvestments.com 7E Investments Facebook 7E Investments YouTube 7E Investments Google+ WinWinNotes.com Win Win Notes Facebook Win Win Notes Twitter

The real estate business is not as easy as it is. It’s always one thing after another, and there are curveballs and new things that are thrown at you. You also have times when your consultants or vendors are making life more difficult for you, and that can add to some of the frustration. This […]

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

This week on America’s Wealth Management Show, Dean and Bud will be discussing estate planning and insurance and how they fit into your overall retirement plan. They’ll be joined by special guests JoAnn Huber, who will have our Tax Tip of the Week, and Garrett Griffin, one of BFG Legal Service’s Estate Attorneys. They will provide professional insights into the world of estate planning and insurance.

Karla and co-host Mo Dadkhah discuss all the different legal questions you might need answered when buying a new home. Guest Tim Asimos, of the Dadkhah Law Group, can help with anything from foreclosure to litigation.

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the administrative stage of estate planning with their guests Ronnie Genser and Jeff Scroggin. Ronnie Genser/Bereavement Navigators Prior to founding Bereavement Navigators in 2012, Ronnie Genser s professional background included over 25 years in international and domestic sales, […] The post The “Administrative” Stage of Estate Planning appeared first on Business RadioX ®.

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the aging stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq. John Montag/Montag Wealth Management John Montag joined Montag Wealth Management in 1995 and assumed his President […] The post The Aging Stage of Estate Planning appeared first on Business RadioX ®.

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the planning stage of estate planning with their guests John Howard and Richard Morgan. John Howard/Resource Planning Group John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, […] The post The “Planning” Stage of Estate Planning appeared first on Business RadioX ®.

Listen and learn about the comprehensive estate and probate real estate services offered by House Logic NY with CEO Leon Baldassano. What makes is company unique in the real estate business is that they cater to the specific needs of Estate Attorneys and Estate Executors going through the challenging process of properly valuing estate property and maximizing the proceeds to estate beneficiaries. House Logic NY Provides: * Certified Appraisals for homes, condo's and apartment units or complexes in the NY City area. * Custom marketing strategies for selling (brokerage) probate real estate. * Analysis and feasibility studies on whether to improve property. * Financial analysis on selling vs. renting. * Estate Clean-out services. * Staging a home for quick sale and to maximize sales price. * Home repair, maintenance, moving services and insurance review (referral services). If your estate property is in the New York City area call Leon Baldassano for a FREE consultation at 718.783.8789 ESTATE ATTORNEY WORK WELCOME ! E-mail: info@houselogicny.com Website: http://www.houselogicny.com Miami PR Agency