Tulsa Estate Planner Faces Uncertainty With Florida Clients After Hurricanes Disrupt Travel

A Tulsa woman who flies to Florida every month to help retirees there with their estate planning does not know when she will be able to go back because of the back-to-back hurricanes.

Stacy Pearson said she is worried about her friends and colleagues there.

Pearson was scheduled to fly to Florida on Tuesday and present at a seminar this week.

While she does not know when she will be able to see her clients and colleagues again, she is doing what she can from Tulsa.

"Our audience is typically retirees,” said Pearson. “They're not real tech savvy. They get along as best as they can, but that is an issue."

Pearson is also worried about her team, including 85-year-old attorney Ron Harvey.

Harvey has evacuated his home along Tampa Bay and stored all his important belongings in his law office further north.

"Our concern is are we going to have a house when we go home?” said Harvey. “We've been in the house for 38 years. It's the first house we ever owned."

Harvey does not know what is next for his business or home.

"Helene for us was a turning point,” said Harvey. “We've been through many hurricanes, but this one's different."

Harvey and Pearson are still doing what they can to stay in touch with their clients.

"Reach out to them in many different channels to make sure that there's anything that we need to help them with, we're available,” said Pearson.

Pearson and her team expect an influx of clients needing help after the storm.

"When I talk to a lot of my senior clients, they're overloaded emotionally,” said Pearson. “It's just almost too much for them, so then I'm concerned about their health issues."

Harvey used to live in Oklahoma and still has family here.

Both Harvey and Pearson said these devastations are another reminder of why it is important to get your affairs together before it is too late.