by cbozic | Dec 12, 2019 | Uncategorized
Who’s Who in Your Estate Plan When creating your estate plan you will need to fill four to five key WHOs with people that you trust and that you believe will be able to do what is required of them. I am breaking down the roles by document. The Bloom Estate...
by cbozic | Aug 23, 2019 | Uncategorized
“Settling One’s Estate.” This is the turn of phrase that we use after someone dies – “settle their estate.” And it is an activity that is easier said than done in a lot of cases. Mainly because we are complex people and we have complex...
by cbozic | Aug 23, 2019 | Uncategorized
What is an ESTATE PLAN? Estate planning is preparation. It is creating a plan for the transfer of your assets after your death. Amazingly, most people are not thinking about their death. AND most people don’t think they have enough “wealth” to make it worth dealing...
