Success Story: Estate Peace of Mind
Mr. Poe was initially referred to Lenore for mortgage advice. In the course of their meeting, Lenore suggested that Mr. Poe also put an Estate Plan in place. Mr. Poe was uncomfortable appointing his mentally disabled son as his Executor and instead appointed Lenore to look after his Estate and ensure his son's financial well-being. Years later upon Mr. Poe's death, Lenore wound up his Estate. She evaluated his art, sought financial advice on his investments, and listed and sold his home and investment property. She also made sure his Estate income tax returns were filed and that his son was financially secure.
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