Join Lise Solbeck as she takes you step by step to complete your Asset Review Report (ARR).  Did you just receive your 3 year letter and need to update your ARR?  Do you have new assets that need to be added to your report?  Having troubles with the online format?  These are all questions that […]

Titling is the bane of successful estate planning. It doesn’t have to be so. Join Lise Solbeck via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to answer your questions and increase the understanding of the importance of titling and how to get it right and keep it right! Sign in with […]

A legacy letter (also called an “ethical will”) is a written document that allows you to share your life lessons, express your values and transmit your blessings to future generations. A legacy letter is shorter than a memoir, typically just a few pages. Writing one is a rewarding experience that creates an enduring gift for […]

Titling is the bane of successful estate planning. It doesn’t have to be so. Join Lise Solbeck via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to […]