#probatenavigated by Jonathan Smith
On our seventeenth episode of #ProbateNavigated we stop by to visit with Bryan McDaniel.
On our fifteenth episode of #ProbateNavigated we stop by to visit with Alvi Aggarwal.
On our fourteenth episode of #ProbateNavigated we stop by to visit with Dawn Dale.
On our thirteenth episode of #ProbateNavigated we stop by to visit with Mindy Hetzel.
On our twelfth episode of #ProbateNavigated we stop by to visit with Marissa Bagasra.
On our eleventh episode of #ProbateNavigated we stop by to visit with Duke Walker.
On our tenth episode of #ProbateNavigated we visit with Deborah Bumbaugh. Deborah is a Licensed Clinical Social Worker who received her MSW from The University of Maryland. She is also a licensed psychotherapist with Curt Thompson and Associates.
On our ninth episode of #ProbateNavigated we visit with Nancy Sanborn and Brian Joy of the Sanborn Team. Nancy Sanborn is Executive Director of Berkshire Hathaway HomeServices California Properties Probate and Trust Sales Division and one of the industry’s most consistent and reliable sales professionals. For more than 30 years, she has developed her far-reaching network and built a team that provides unequaled expertise. Her clients include some of California’s most prestigious attorneys, accountants, trustees, administrators and conservators, and most distinguished property owners.
Our eighth episode of #ProbateNavigated features part 2 of my interview with the remarkable Kelly Pinckard, CPA and founder of Estate Accounting Solutions.
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, conservatorships, and guardianships, as well as all related tax returns.
On our sixth episode of #ProbateNavigated we stop by to visit with Marlene Stum, Ph.D.
Marlene S. Stum, Ph.D. is a Professor in the Department of Family Social Science at the University of Minnesota. Marlene is most known for Who Gets Grandma’s Yellow Pie Plate?™ a program internationally recognized for supporting families in non-titled property decisions. She is nationally recognized for her research and prevention education. Additionally, She currently leads a unique research project examining the meaning and experience of “fair” inheritances from the perspective of older parents and adult children in the same family s...
On our fourth episode of #ProbateNavigated we stop by to visit with Allen Herzberg, P.C.
On our fifth episode of #ProbateNavigated we stop by to visit with James Granoski.
On our third episode of #ProbateNavigated we stop by to visit with Doneen Hoffman, owner of Estate Professional Services.
On our second episode of #ProbateNavigated we stop by to visit with Bryan Aguirre, managing partner at Capital Insurance Partners.
On our first episode of #ProbateNavigated we stop by to visit with Aaron Groen, financial advisor at Ron Blue.
A new short form podcast series intended to assist individuals resolving an estate.
