On our seventh episode of #ProbateNavigated we visit with Kelly Pinckard, CPA and founder of Estate Accounting Solutions, a Virginia-based accounting firm that specializes in the preparation of fiduciary accounting reports for estates, trusts,
On our sixth episode of #ProbateNavigated we stop by to visit with Marlene Stum, Ph.D.Marlene is a Professor in the Department of Family Social Science at the University of Minnesota. She is most known for "Who Gets Grandma’s Yellow Pie Plate
On our fifth episode of #ProbateNavigated we stop by to visit with James Granoski.I very much enjoyed our discussion together. In this episode James covers topics including why working with an estate attorney that can not just write estate ad
On our fourth episode of #ProbateNavigated we stop by to visit with Allen Herzberg, P.C.This discussion covers topics including how to prepare estate taxes, tips on choosing the right "tax guide," who to invite to be on your "pit crew", and a
On our second episode of #ProbateNavigated we stop by to visit with Bryan Aguirre, the managing partner at Capital Insurance Partners.This discussion covers topics including how to ensure your estate assets have insurance coverage, mistakes t
Aaron Groen — Financial Advisor on How to Identify Best Financial Advisor, Bad Advice to Avoid, and Other LessonsClick here to explore Trust and Estate Settlement services that Aaron provides: https://goo.gl/MvXE4i