Most people do not know what executors are expected to do. Making the wrong decision can cause stress and get you into trouble. If you are a new executor of an estate, I know you are feeling overwhelmed. What should … Continue reading
Sign up here for an Executor Workshop I am running for EstateTherapy.com on January 26, 8 – 9 p.m. EST. You will receive a copy of my book, Executor Toolkit: What Every Executor Needs to Succeed. You will learn my 3-step … Continue reading
Should YOU, as an executor, attempt to probate a will by yourself? Here’s the tale of Jennifer to teach you. In her job with an insurance company, Jennifer filled out forms all day. She thought it would not be much … Continue reading
Here are 3 tips to keep you out of trouble. You must know the distinction between executor work and legal work. Get professional advice about your executor duties – the sooner the better. Not all lawyers are experienced in probate … Continue reading
Are you…? • an executor who does not know their role and duties? • an executor who wants to know what to do and when? • trying to protect yourself from executor headaches? If you answered “YES” to any of these questions, you’ll … Continue reading
It’s not uncommon to lose sleep if you are involved in a probate dispute. What should you do if you are uncertain how to solve an estate problem? Get legal advice from an experienced estate lawyer. Certainty is not possible … Continue reading
“What is involved in the probation [sic] of my parents’ estate?” Cynthia asked. She had a look on her face that confirmed she hadn’t used the right word. Well, if you are an executor, you may not have committed … Continue reading
My philosophy as an estate specialist is a bit different. I remind clients to focus on their family’s needs. Your first consideration in planning your estate is always the welfare of the people you care about. The people we leave … Continue reading
“Life does not cease to be funny when people die any more than it ceases to be serious when people laugh.” – George Bernard Shaw The other day I was having a drink with my tennis doubles partners, Sam & … Continue reading