How to Hire an Executor. For your loved one’s estate or your will.

E182 3 Examples of How Co-Ops Are Worse (an Executor’s Perspective)

E182 3 Examples of How Co-Ops Are Worse (an Executor’s Perspective)


Most NYers know the deal with co-ops: they’s less expensive than condos, but they come with a lot of rules and headaches. Here are 3 real world examples:

  1. Last to unlock
  2. Quick to Sue
  3. Release of lien

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E181 3 Examples of a Professional Executor to the Rescue

E181 3 Examples of a Professional Executor to the Rescue


Today we’ll share a few recent examples of why folks were so happy and relieved to find me, and name me executor in their will

Today’s stories:

  1. Don’t want to burden the boyfriend
  2. Former co-worker as a last resort
  3. Relieving an old friend

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E178 Solo Agers and Hospice Care

E178 Solo Agers and Hospice Care


Talking Solo Agers and Hospice Care with Helen Bauer and Jerry Fenter from the Heart of Hospice podcast.

Helen shares her personal experience helping during a Solo Ager friend’s final weeks. And Jerry shares some Solo Ager statistics and what he learned from Solo Ager Facebook groups.

Links: http://www.theheartofhospice.com/

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E177 Yes, I Can Be Your Executor Outside New York State

E177 Yes, I Can Be Your Executor Outside New York State


I keep getting calls, asking me to be executor outside New York. I’m flattered, and honored, and yes AVAILABLE for that role.

  1. Locality becoming less important
  2. In-state agent requirement
  3. Reciprocal nonresident executor law

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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!”

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E173 Essential Retirement Planning for Solo Agers with Sara Geber Part 2

E173 Essential Retirement Planning for Solo Agers with Sara Geber (Part 2)


Talking “Essential Retirement Planning for Solo Agers” with Sara Zeff Geber. In part 2, we cover:

  1. The importance of social networks for Solo Agers, and
  2. Who can Solo Agers choose as their Executors, Guardians, and Custodians?

Links:

“Essential Retirement Planning for Solo Agers”

www.lifeencore.com

www.sarazeffgeber.com

www.silvernest.com

www.homeshare.org

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E172 Essential Retirement Planning for Solo Agers with Sara Geber Part 1

E172 Essential Retirement Planning for Solo Agers with Sara Geber (Part 1)


Talking “Essential Retirement Planning for Solo Agers” with Sara Zeff Geber. In part 1, we cover:

  1. Who are Solo Agers? and
  2. Different Housing Options for Solo Agers

Buy the book “Essential Retirement Planning for Solo Agers” at (https://amzn.to/2AqEIYD)

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E170 How to Name a Professional Executor in Your DIY Will

E170 How to Name a Professional Executor in Your DIY Will


Against all advice, you’ve decided to use a DIY will. But you also want to name me your professional executor.

Today we’ll discuss:

  1. When you call me
  2. Show me your DIY will
  3. Supervised signings

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E168 Stay in Touch with Your Professional Executor

E168 Stay in Touch with Your Professional Executor


So you’ve named me executor in your will (or trustee of your trust). What’s next?

We’ll discuss:

  1. Regular check-in calls
  2. Where are your documents?
  3. How else I keep in touch
  4. How I’ll be informed when you pass

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E164 Can I Be Your Executor in Another State (Outside New York)?

E164 Can I Be Your Executor in Another State (Outside New York)


Yes, I can and have served as executor for clients outside of New York. You just need to be aware of the pros and cons.

Pros:

  1. General legal and tax knowledge
  2. Independence
  3. General understanding of process

Cons:

  1. No local knowledge
  2. No boots on the ground
  3. More expensive

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