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Tag: estate planning ()

021: Estate Planning Mistakes

In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester.

Posted 08/02/2019 05:00 AM

016: Having The Conversation with Mom and Dad

When is the “right” time to have the difficult conversation with Mom and Dad about driving, or moving, or any other important decision as they age?

Posted 05/24/2019 05:00 AM

004: Headlines and Havoc

In this episode, Patti and Michael Brennan discuss how to differentiate the “noise” from the “substance” in today’s headlines.

Posted 01/20/2019 05:00 AM