25 September

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON NOVEMBER 6, 2024

WHEN: November 6, 2024 at 10:00 AM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="69" title="true" description="true"]...

13 August

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON MAY 21, 2025

Posted by Bobby Feisee

in Training

WHEN: May, 21st 2025 at 10:00 AM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="68" title="true" description="true"]...

13 August

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON OCTOBER 2, 2024

Posted by Bobby Feisee

in Training

WHEN: October 2, 2024 at 10:00 AM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="67" title="true" description="true"]...

30 July

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The Unglamorous, Yet Vitally Important Role of a Personal Representative

Posted by Bobby Feisee

in Bobby's Blog

The Wall Street Journal (WSJ) recently published an article[i] detailing the oftentimes “messy, thankless job of an estate executor.”[ii] The article is an important reminder of why proper estate planning is so important to protect both your hard-earned assets and the peace of mind of your loved ones. It highlighted multiple examples of all-too-common situations where a personal representative is forced to devote countless unnecessary hours to organizing and administering a deceased loved one’s estate. To make things even more difficult, in many instances, the individuals who ultimately agree to take on the role were not asked or consulted by their loved one prior to their passing. “It happens all the time,” said an estate lawyer practicing in Austin, Texas, according to the WSJ article. “Mom and Dad come in and don’t want to name one of the kids, so they appoint brother Bob, and he goes, ‘Huh?’” Understanding the Role of...

23 July

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON SEPTEMBER 27, 2024

Posted by Bobby Feisee

in Training

WHEN: September 27, 2024 at 12:00 PM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="66" title="true" description="true"]...

23 July

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON SEPTEMBER 4, 2024

Posted by Bobby Feisee

in Training

WHEN: September 4, 2024 at 10:00 AM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="65" title="true" description="true"]...

17 June

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON AUGUST 23, 2024

Posted by Bobby Feisee

in Training

WHEN: August 23, 2024 at 12:00 PM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="64" title="true" description="true"]...

17 June

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON June 11, 2025

Posted by Bobby Feisee

in Training

WHEN: June 11, 2025 at 9:30 AM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="63" title="true" description="true"]...

11 June

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Adding a Password Manager to Your Estate Plan

Posted by Bobby Feisee

in Bobby's Blog, News

Estate planning clients are routinely instructed to provide a panoramic view of their various accounts to next of kin so they will know where funds are located and where they need to go, rather than scrambling in the wake of your passing. Some clients may opt to proactively provide copies of keys, safe combinations, etc. to their loved ones, so they’re able to step in and gain access to important documents and account info without issue. However, providing a simple list of accounts and a set of keys may no longer be enough nowadays to allow our loved ones to step in and assist. Why? Because we live in a digital world and many people’s assets, including financial accounts, are accessed through online methods. This creates an issue if your loved one is attempting to access a bank account with a stale, paper list of account information. For example, what...

15 May

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON JULY 19, 2024

Posted by Bobby Feisee

in Training

WHEN: July 19, 2024 at 12:00 PM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="62" title="true" description="true"]...