@jennyrozelle Not all heroes wear capes! My favorite is when financial institutions try to say the POA is “expired” because it’s more than 90 days old…..what?!
@jennyrozelle Not only do I ensure beneficiaries/trusts are set up correctly and thoroughly with contingents if needed, I also confirm beneficiaries in my client review meetings. If anyone needs a financial advisor with 10 years of elder law experience, I’m happy to help! 😊
@EvokingGenius Where is the check from? Can you get a copy of the cancelled check and request they open a research request for that. If check not cleared, place stop payment and try again.
@jennyrozelle They respond quickly when deposits are being made…..🙄 Awful. This is how they repay clients who, in many cases, have been with them for more than 20 years. Delivering those AUM fees….so frustrating!