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Estate Planning w/ Lisa Beauvais

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Manage episode 403312040 series 3127085
Content provided by Steve Rovithis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Rovithis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Attorney Beauvais has been practicing law since 1995, and has proudly maintained her solo practice for over 23 years.

She graduated with a Bachelor’s of Science degree in Business Finance from Western New England College and continued on to Western New England College School of Law for her Juris Doctorate. Lisa later obtained a Master’s in Law degree in Estate Planning and Elder Law.

Attorney Beauvais is a member of the following organizations:

The Massachusetts Bar Association

The Hampden County Bar Association

The National Academy of Elder Law Attorneys

The Estate Planning Council of Hampden County

The Western Massachusetts Eldercare Professional Association

The Professional Women's Chamber

The West of the River Chamber

When she's not working, she enjoys lots of activities, particularly when they happen in the great outdoors. She loves reading, gardening, walking, cycling, skiing, spending time with family and friends, and spending time on the water.

Question List:

  1. Tell me a little bit about your business, what you specialize in.
  2. What is your education and how long have you been in business?
  3. What is elder law?
  4. What’s a typical elder law client look like?
  5. What type of work do you do regarding elder law?
  6. What does estate planning involve?
  7. Who needs an estate plan, what types of people?
  8. What is the best time to do an estate plan?
  9. What can a client expect when meeting with you?
  10. What is a typical estate plan?
  11. Can you explain to me a little more about how the documents work in an estate plan?
  12. What is probate?
  13. Regarding probate work, when a person dies, what does the family need to do with the will?
  14. What is the biggest misconception about wills and probate?
  15. What do you love most about your job?

🎙 New episode EVERY Saturday morning at 10 am! 🎙

#YourRealEstateResource

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 403312040 series 3127085
Content provided by Steve Rovithis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Rovithis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Attorney Beauvais has been practicing law since 1995, and has proudly maintained her solo practice for over 23 years.

She graduated with a Bachelor’s of Science degree in Business Finance from Western New England College and continued on to Western New England College School of Law for her Juris Doctorate. Lisa later obtained a Master’s in Law degree in Estate Planning and Elder Law.

Attorney Beauvais is a member of the following organizations:

The Massachusetts Bar Association

The Hampden County Bar Association

The National Academy of Elder Law Attorneys

The Estate Planning Council of Hampden County

The Western Massachusetts Eldercare Professional Association

The Professional Women's Chamber

The West of the River Chamber

When she's not working, she enjoys lots of activities, particularly when they happen in the great outdoors. She loves reading, gardening, walking, cycling, skiing, spending time with family and friends, and spending time on the water.

Question List:

  1. Tell me a little bit about your business, what you specialize in.
  2. What is your education and how long have you been in business?
  3. What is elder law?
  4. What’s a typical elder law client look like?
  5. What type of work do you do regarding elder law?
  6. What does estate planning involve?
  7. Who needs an estate plan, what types of people?
  8. What is the best time to do an estate plan?
  9. What can a client expect when meeting with you?
  10. What is a typical estate plan?
  11. Can you explain to me a little more about how the documents work in an estate plan?
  12. What is probate?
  13. Regarding probate work, when a person dies, what does the family need to do with the will?
  14. What is the biggest misconception about wills and probate?
  15. What do you love most about your job?

🎙 New episode EVERY Saturday morning at 10 am! 🎙

#YourRealEstateResource

  continue reading

50 episodes

All episodes

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