Coffee with Counsel
Coffee with Counsel
Podcast Description
In each episode of Coffee with Counsel, your host, Grace St. Clair will speak with professionals such as real estate brokers, financial advisors, accountants, and attorneys who will share their expertise and real stories of how people get in and out of a mess in a variety of circumstances.
Podcast Insights
Content Themes
The podcast covers a range of themes including estate planning, real estate management, and financial advisory services. Episodes feature in-depth discussions on topics such as the intersection of real estate and estate planning, with real-life stories like managing inheritance disputes or understanding probate processes.
In each episode of Coffee with Counsel, your host, Grace St. Clair will speak with professionals such as real estate brokers, financial advisors, accountants, and attorneys who will share their expertise and real stories of how people get in and out of a mess in a variety of circumstances.
Coffee with Counsel Hosted by Grace St. Clair, Episode 7
In this episode of Coffee with Counsel, Grace St. Clair speaks with Sarah Winfrey, Family Planning Advisor at Coastal Funeral Center and Green Hills, who helps families plan ahead for funeral and end-of-life wishes so they are not left making difficult decisions while grieving.
Sarah grew up in the South Bay and worked in fundraising and marketing before entering the funeral and cemetery industry after losing her grandmother. She is also Grace’s colleague in the Senior Specialist Group, a South Bay network connecting families with vetted senior care professionals.
Tune in to the episode to hear about:
* Sarah Winfrey explaining why life insurance funds may not be immediately available when funeral expenses need to be paid
* Why might choosing a simple direct cremation still leave your family with decisions they were never prepared to make?
* How pre-planning can lock in certain costs and reduce emotionally driven spending when families are grieving
* How can you bring up final wishes with a parent, and why does Sarah recommend avoiding holidays and birthdays for these conversations?
* Grace St. Clair sharing how Hawaiian shirts helped make her father’s service more about who he was
Learn more about Sarah Winfrey:
* Connect with Sarah on LinkedIn: https://www.linkedin.com/in/sarah-winfrey-37aa731a/
* Follow Coastal Funeral Center on LinkedIn: https://www.linkedin.com/company/coastal-funeral-center/
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About Coffee with Counsel:
In each episode of Coffee with Counsel, your host, Grace St. Clair will speak with professionals such as real estate brokers, financial advisors, accountants, and attorneys who will share their expertise and real stories of how people get in and out of a mess in a variety of circumstances.
Watch more episodes of Coffee with Counsel:
* Website: https://stclairesq.com/blog
* YouTube: https://www.youtube.com/@gracestclair7997
Connect and learn more from your host, Grace St. Clair:
* Connect with Grace on LinkedIn: https://www.linkedin.com/in/grace-st-clair-esq-70b3b410
* Follow St. Clair Law on LinkedIn: http://linkedin.com/company/st-clair-law
* Follow St. Clair Law on Facebook: https://www.facebook.com/StClairLawEsq
* Follow St. Clair Law on Instagram: http://instagram.com/st.clairlaw
LEGAL DISCLAIMER:
The law is complex and this podcast does not cover all situations, legal responsibilities or variations in different circumstances. This podcast is for entertainment and informational purposes only and nothing contained in this Podcast should be construed as legal advice. The views expressed in this Podcast may not be those of hosts or the firm. We are not responsible for any losses, damages or liabilities that may arise from the use of this Podcast. This Podcast is not intended to replace legal advice.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.