Kim Montgomery, Author at The Wellness Universe Blog

Kim Montgomery

I am Kim Montgomery, M.A., Realtor/Probate Specialist, licensed in Maryland and the District of Columbia. My passion is to educate, empower, and encourage a discussion regarding the importance of having Living Trust, Will, and Financial and Medical Power of Attorney documents completed.

Blog Series, Occupational, The Wellness Universe Blog, UncategorizedAugust 28, 2017

Family Matters Financial Series Part 4

By Kim Montgomery

In Family Matters Financial Series Part 4, Kim Montgomery details the probate procedure process and the difference between an heir and a beneficiary. Late…

Blog Series, Occupational, The Wellness Universe Blog, UncategorizedAugust 21, 2017

Family Matters Financial Series Part 3

By Kim Montgomery

Family Matters Financial Series Part 3: Medical and Financial Power of Attorney – What is A Fiduciary? Late joining this series? Catch up from…

Blog Series, Social, The Wellness Universe Blog, UncategorizedAugust 14, 2017

Family Matters Financial Series Part 2

By Kim Montgomery

In Family Matters Financial Series Part 2, WU World Changer Kim Montgomery shares about the importance of a living will and defines a living…

Blog Series, The Wellness Universe Blog, UncategorizedAugust 7, 2017

Family Matters Financial Series Part 1

By Kim Montgomery

The purpose of the Family Matters Financial Series is to introduce principles and procedures associated with estate administration. This series promotes estate planning to…