May 15, 2018 Office News

Last week I had the chance to offer advice worth $600,000. That’s what was at stake in claiming monies between a step-spouse and six children who had proof the stepmom had said she made no claim on it.

I proposed a way for the family to avoid the wife nullifying any will and insuring that the children received.

In probate administration, meeting with the client, having a stop and think session, looking one step ahead, and taking action steps can AVOID a probate, save significant monies, and insure the person’s wishes are followed. ¬†It all starts with an in-office meeting.

PS in this case, although a free consultation, the client was helped so much she demanded to pay a fee. OK.