Category: Kathleen Flammia

  • All

Managing Residential Transitions – Part 1

August 28, 2019

If you’re looking after an elderly loved one, chances are good that you’ll be faced with the prospect of moving the elder from one living arrangement to another. In the elder care world, this is called a residential transition. It’s…

More

The Skinny on Joint Accounts

August 15, 2019

If you’re starting to think about estate planning, the question of how to manage bank accounts inevitably arises. Creating joint accounts—where you and others share ownership of bank accounts—is an option that many consider. In fact, your banker may even…

More

Pet Trusts

August 1, 2019

When you’re putting plans in place to provide for loved ones after you’re gone, don’t forget your pets. How can you make sure that your fur babies get the right care when you’re no longer around to provide it? Can…

More

What Our Clients Say

Three gold stars for all of you. You worked hard for us. We really appreciate all you have done for us. We had a lot going on and with your help we finally got it together. You all know what you are doing. Our thanks to all of you.

Past Client

Comprehensive and flexible approach to estate planning. Easy to work with.

C.E.

Kathleen and her team made the process of setting up our wills very easy! Thanks for giving us great peace of mind!

S.C.
powered by BirdEye