In this episode, Lisa and John discuss the three things that every good estate plan should contain: incapacitation, asset transfers at death, and the people that you’re leaving behind.
Anatomy of a Good Estate Plan Read More »
In this episode, John Ross and Lisa Shoalmire discuss common bits of bad advice from fellow professionals: lawyers, accountants, financial advisors…Like the infamous ‘Dresser Drawer Deed’.
Bad Advice from Fellow Professionals – There is No One Size Fits All Law Read More »
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