Simple Money Wins

E176 How a Trust Keeps it in the Family

E176 How a Trust Keeps it in the Family

We’ll share the story of how one of my trusts played out, and how it’s accomplished the goal of keeping it in the family

E175 Amateur Executor Bloopers

E175 Amateur Executor Bloopers

We’ll share a few real-world amateur executor bloopers (of course, anonymized to protect our clients’ privacy)

(1) Choosing a disappearing banker
(2) The case of the missing $10,000 check
(3) “Oh yeah, taxes!”

E174 How to Set Your Virtual Paralegal Hourly Rate

E174 How to Set Your Virtual Paralegal Hourly Rate

Question from a listener: “Can you cover how to set prices as a virtual paralegal business owner (price high enough to cover the paralegals salary, subscriptions, training marketing, etc). Thank you!”

We’ll discuss:
(1) Calculate overhead
(2) Work backwards from an office salary
(3) Market research: your competitors
(4) Mark up for special training, experience
(5) Don’t forget taxes

Anthony S. Park

Anthony S. Park

Executor, Attorney, Entrepreneur

I’m a New York executor and attorney, helping folks with estates, real estate, and inheritance.

I’m also an entrepreneur, ranging from running a factory in east Africa to local retail businesses.

I also podcast and write books, to share knowledge about how to make your legal and money matters easier.