Trusts & Estates
There’s No Place Like Home: Follow the Yellow Brick Road to a Better Estate Plan
By: Stephanie N. Prestridge, J.D.
Stephanie N. Prestridge explains that because of personal hardship she watched her grandparents face, she made a commitment to change the estate planning process for her clients by meeting with them in their homes. The idea behind this concept was to better serve the needs of her clients by making the estate planning process more convenient for them. The result has been greatly enhanced personal relationships, a significant increase in the number of holiday cards she receives, more referrals than ever before, and most importantly, better estate plans for her clients. When it comes to the estate planning process, there is no place like home.
To find out how Stephanie made this shift in her practice, please fill out the form below.
Complete the form to get your free guide
Related Resources
WealthCounsel Quarterly, Volume 19, No. 1—Winter 2025 Issue
This issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.
Learn More
Loper Bright and the Demise of Chevron Deference: A Game Changer for Federal Agency Power?
On June 28, 2024, in the Loper Bright decision, the United States Supreme Court overturned the long-standing doctrine of Chevron deference. Read more now.
Learn More