Uncategorized

“It’s amazing how many people become overnight experts on Oklahoma real estate and moving matters when you tell them you are downsizing.” -Bill Schafbuch, Downsizing Client 5 Truths of Family Communication TRUTH #1: Family members do the best they can with the knowledge, experience, and resources they have available to them.  In the absence of …

5 Truths of Family Communication for Seniors Staying in Charge of Downsizing Decisions Read More »

Meet Ray… My mom passed away last year. Although we all talked about the possibilities associated with my mom’s passing, I found myself simply unprepared for the tasks associated with closing out her estate. My siblings, although well-meaning, didn’t have the time nor expertise to help. I wasn’t sure what to do or where to …

thank god my attorney has connections Read More »

Joyce tells her story My husband passed away last year in November. Although we had planned for many possible scenarios, I simply didn’t think this particular one would ever come true. But it did. Having no children or other family members to lean on, I wasn’t sure what to do or where to turn.  My …

Financial Advisors Going Above & Beyond Read More »

I wrote a blog a while back on how our team focuses on being educators and advocates before anything else and thought that those who read it may be curious as to just how we go about choosing which referral partners become a part of our trusted professional network of service providers. So, if you …

CHOOSING OUR TRUSTED REFERRAL PARTNERS: HOW WE DO IT Read More »