Here are some tips if you are an executor. Minor squabbles can take hours of your time away from your office. Court battles can add years to estate work as executor. If you are a professional, this can actually take … Continue reading
Albert was the executor of his uncle’s small estate. He paid the beneficiaries what he roughly calculated they should receive. But he did not hold back enough to pay all the estate debts. Now he was in trouble and looking … Continue reading
I call it Executor’s Disease™. It infects your money. I see the infection every day in my law office. It affects people in all income brackets. Your money may already be contaminated. I will tell you what this disease does. … Continue reading
This is one of the first decisions you get to make as an executor. Choose wisely – changing lawyers is time-consuming and expensive. After you do your preliminary research, interview prospective candidates. Look for referrals and search law firm websites. … Continue reading
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
Here are 3 estate planning resolutions you can keep. Use them to protect your family and to give you peace of mind. 1. Make a will – resolve to invest in a professionally-prepared will. The cost of this investment, spread out … 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