Lisa K. Pilgrim, CPA Managing Member Barley, McNamara &Wild PLLC
We love knowing that she is the one answering our questions.We have great faith in her knowledge and honesty, both of which carry us from year to year with no real issues. She’s always on time and always has an answer, even if it is not the one we want to hear (haha!).
Lisa has been great for us.We have multiple businesses going in so many directions, and she is able to help us pull all the right information and make it work for us.
CASE STUDY Stan was a lifelong bachelor. He had a good life. He was an immigrant who served the U.S. inWorldWar II. He used the G.I. Bill to get his undergraduate degree and then a doctorate in physics from Harvard. Stan was a very smart man. He made a lot of money and invested well. He accumulated a valuable collection of curios, which he enjoyed giving to his grand-nephew. His sister had died, and the only family members Stan had were two nieces. One, the mother of his grand-nephew, was the apple of his eye.The other niece was difficult, to say the least, but Stan always had hope for her. Stan was my client, and one day, he said he needed to get his affairs in order. He wanted his power of attorney, living will and health care surrogate, but despite my strong advice, he steadfastly refused to have us prepare a last will and testament or trust instrument, the two documents
that could have set forth who was to inherit from him.
own money, or they would be forever lost to the family.
For over five years, the bad niece kept suing her sister over Stan’s estate.This all could have been avoided if he had listened to our advice and merely done at least a simple will. He could have always amended it later if he had changed his mind. By failing to do so, he caused his beloved niece to spend thousands of dollars and left behind a broken family tree that will never mend.
Stan got very sick. He called and instructed us to prepare a will, giving all to the beloved niece. But he had waited until too late; the disease consumed him, and even the next day, he was in hospice and no longer had capacity to sign his will.The good niece lost all control, and the other niece took much of the money and even helped an outsider gain possession of the curios meant for the nephew, so the good niece had to purchase them back with her
– John Miller
MEET OUR TEAM
Rick Dwyer, Financial Advisor Rick is married to a wife of 32 years. He has a 36-year-old daughter, a 24-year-old son, and two grandsons, ages 14 and 12. He enjoys working out and competing in mud runs, as
Lisa Pilgrim, CPA Lisa is married to her best friend, she has a beagle puppy named Libby, and has six children — and all of them have left the nest. When she’s not working, she’s reading, enjoying the pool, or attending Jags games. Go Jags!
well as 5, 10, and 15K runs. He also enjoys remodeling and making furniture.
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