Ask an Expert Podcast / Ken Aaron from Virtual Home Inventory
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In our latest “Ask an Expert” session, we sat down with Ken Aaron of Virtual Home Inventory, a specialist in
Ask an Expert // Talking Estate Finances with Sara Hobbs
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In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a Personal CFO who works directly with high-net-worth households. We talked about what it means to be a Personal CFO and how Sara’s role includes much more than bookkeeping
Ask an Expert // The State of the Estate with Kelly Fore Dixon
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In this Ask an Expert episode, I spoke with Kelly Fore Dixon of Estate Management Systems. Many of you know Kelly from her earlier work helping estate teams build house manuals, but her services have expanded. She now offers full estate evaluations and strategic operations support for properties that need more structure, more clarity, and more stability.