Legacy Planning – April 18, 2018 – Seminar

Imagine if you were responsible for going through someone’s personal paperwork and belongings in order to make difficult decisions on their behalf. Would you know what their wishes are for respecting their legacy? Please join Maureen Williams of Strategic Hourglass Solutions to discuss problems resulting when a legacy plan is not in place, and to hear the stories and solutions from others who have dealt with an unexpected life change.

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Legacy Planning – April 18, 2018 – Private Speaking Engagement

Is the real estate market prepared for the moving or downsizing of 10,000 baby boomers retiring each day? What if something happened such as disability or the death of a loved one which results in the sale of a home or business? Imagine if you were responsible for making those difficult decisions on someone’s behalf. Please join Maureen Williams of Strategic Hourglass Solutions to discuss problems resulting when a legacy plan is not in place, and to hear the stories and solutions from others who have dealt with moving, downsizing, disability and death.

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AAA-CPA Estate Planning — October 20, 2017 – Private Speaking Engagement

Maureen Williams of Strategic Hourglass Solutions will discuss the need for Estate Planning and the importance of having your personal affairs in order. As our population continues to age, more people are outliving their assets which creates a financial burden on family and friends. With the increase in dementia and Alzheimer’s, families are forced to deal with care givers, hospice, long-term care, and questions regarding a will, trust, guardianship and power of attorney. Because many decisions are forced upon us or our loved ones due to a major life change such as moving, downsizing, disability or death, planning ahead helps to prevent family conflict and emotional turmoil, and ensures your legacy is preserved.Read More