Candid Conversations at Epworth Villa Moving to an assisted living community is sometimes desirable and sometimes necessary. High net worth individuals often wonder how they can reduce their longterm care costs to protect their estate without giving up quality of care and quality of life. Join Epworth Villa for this candid conversation about financing luxury […]
How to NOT get scammed when hiring an auctioneer
In every field, there are reputable, competent, and highly ethical professionals, and then there are the unscrupulous and unethical characters who take advantage of the vulnerable. When liquidating an estate for a elder, this can be of particular concern. This personal story illustrates our own experience and how, no matter how much you know, it’s […]
What You Should Know about Real Estate and Technology
I was taught by a wise mentor early in my sales career to serve the client based on his or her needs, goals, and expectations. If a potential client’s needs, goals, and expectations did not match with me, my values, or my business model, then I had a decision to make as to whether I […]
