Bracha: What is a financial advisor? Katherine: Interesting question. By definition: Noun: A person who is employed to provide financial services or guidance to clients By my definition, it is someone who focuses on Life Goal Planning, Investment Management, Financial…
Download Transcript I joined Bill Gross on The Executorium Podcast to discuss Mediation for Executors. I hope you find it useful. Bill: Welcome to the Executorium Podcast. I'm your host, Bill Gross, at Bill Gross Probate, where we interview services…
Presented by Bracha Y. Etengoff, Esq., as part of the “Plan Your Future Today” webinar with Orsolya Bartha, Esq., and Dalia Zaza, Esq. A lot of people think, “A trust – why is that something that I would need? I…
Who will your family choose to host Thanksgiving this year? Even more importantly – who won’t you choose to host Thanksgiving? This is no small decision. Maybe a central location is best? But since you all had to fly or…
Founder’s Journey Cocktail napkins, scraps of paper, and yellow legal pads – that’s how Executorium began. But the first spark was lit when estate executor George Compton searched for resources to understand the job – and found nothing. Meanwhile, those…
Hosts: Dalia Zaza, Esq. & Orsolya Bartha, Esq. Guest: Bracha Etengoff, Esq. Link to Apple Podcast Download Audio I had the opportunity to join the ladies at Rock the Closing podcast where we discussed how to use a trust when…
When we think about a loss of independence, being unable to drive or live on our own often comes to mind. We may not even realize our ability to manage finances could be at risk someday. But failing to prepare…
I recently met with a woman who told me her top priority was making things easy for her heirs. She’d heard horror stories of wills getting bogged down in probate, and heirs waiting years for resolution. “I know lawyers can…
Mark calls the police when he can’t reach Aunt Sarah. They find her on the floor, unresponsive, and take her to the hospital. Sarah is stabilized but remains disoriented because she has dementia. It’s exacerbated other health problems too, because…
Download Transcript Michael: Hello, welcome to another episode of five minutes with Michael Fried, a litigation partner in the family law firm of Berkman Bottger Newman & Schein LLP, with offices in New York City, Westchester, and Long Island.…
