[Hidden-tech] estate planning reference?

Andrew Bellak Andrew at stakeholderscapital.com
Thu Oct 23 11:32:51 EDT 2014


Hi Adam,

Sending greetings from me and Terry.

Try Seunghee Cha with Bulckley Richardson.

She has an Amherst office.

Tell her I sent ya!

Best
Andrew

On October 23, 2014 8:57:35 AM EDT, Jan Werner <jwerner at jwdp.com> wrote:
>
>
>
>Having recently been executor for the estates of several relatives, I 
>strongly suggest using someone who specializes in estate work.  There 
>are just too many details that a non-specialist might overlook but that
>
>can cause problems when it is too late to do anything about them.
>
>My personal recommendation would be Virginia Smith, at Parese, Sabin, 
>Smith & Gold, LLP in Pittsfield for a Massachusetts estate.
>
>Jan Werner
>______________
>
>Bauer Adam wrote:
>>
>>
>>
>>
>>
>> Hi all,
>> I am seeking referrals for a good estate planner-type person—savvy
>with
>> basic will, health care proxies, durable power of attorney kind of
>stuff.
>>
>> don’t need a rocket scientist, no complicated trusts or major heavy
>> lifting—but they need to know their stuff, and preferably be
>reasonably
>> priced.
>>
>> I have people looking in the Boston area too, but I think there must
>be
>> someone more Valley-local who can do excellent quality work at a more
>> reasonable rate…
>>
>> thank you!
>> adam
>>
>>
>> DharmaBoutique.com <http://DharmaBoutique.com>
>> Sensual & Sacred Treasures
>>        राम राम
>>
>>
>>
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-- 
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