Latest / The Red Wagon Estate Planning & Elder Law Show
Inside Probate: Tips from Cathy Montague's 37 Years in the Field
Jeff "inherited" probate paralegal Cathy Montague two years ago when Bellomo acquired a small elder law firm from a retiring attorney. It didn't take long for Jeff and the team to recognize Cathy's experience and value. And it didn't take long for Cathy to embrace her new environment and colleagues.
Cathy sits down with Jeff to reflect on her long and impressive career. They discuss how sole ownership and probate can be a good financial planning strategy. Then Cathy shares what she has learned about dealing with families experiencing heightened stress and emotion in the wake of loss. In a…
The skinny
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