Articles and audio on New York Probate

How to Deal with Nightmare Tenants in Probate

E157 How to Deal with Nightmare Tenants in Probate


One bad tenant can blow up any real invest investment. Being a professional executor has shown me just how nightmarish a tenant can be.

We’ll discuss:

  1. Which estates have nightmare tenants?
  2. What are “nightmare tenants?”
  3. What to do about bad tenants?

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Why Does Probate Take So Long_ Tax Clearance

E155 Why Does Probate Take So Long? Tax Clearance


The second most common question about probate is: why does probate take so long? Lately, one of the biggest culprits is getting tax clearance.

We’ll discuss:

  1. Why tax clearance is so important
  2. Estate tax on the 1%
  3. The IRS and the Deceased’s 1040
  4. See you next April
  5. Don’t Forget form 5495!

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How to Avoid Rip Offs During Probate

E154 How to Avoid Rip Offs During Probate


So sad to watch when our clients get ripped off during probate. So we’re doing this episode to hopefully help you avoid getting taken.


We’ll cover:

  1. Examples of rip offs during probate
  2. Comparison shop
  3. Ask for referrals
  4. Choose an experienced probate attorney
  5. Hire an professional executor

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EXECUTOR. Thinking about hiring a professional executor for your loved one’s estate, or naming one in your will?

 

PROBATE, TRUSTS, ESTATES: Need a great attorney?

 

Send me a text message at 212-401-2990

Email me at executor (at) anthonyspark.com

Or visit https://anthonyspark.com

 

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READ my books on https://amazon.com/author/anthonyspark. Reviews always appreciated!

 

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5 Tips for Banking with Estates

E153 5 Tips for Banking with Estates


So you need an estate checking account. Sounds easy enough, right?

We’ll discuss:

  1. Forget online: go to a branch
  2. Not all branches are created equal
  3. Estate deposits
  4. Medallion guarantees
  5. Quid pro quo

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5 Mistakes With DIY Wills and Witnesses

E151 5 Mistakes With DIY Wills and Witnesses


I get that Do-it-Yourself is very tempting. But you may be creating HUGE problems for your heirs.

We’ll discuss:

  1. Witnesses names
  2. Witness addresses
  3. “Self-proving”
  4. Professional witnesses
  5. Court’s assumptions

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Unexpected Notary Headaches in Probate

E149 Unexpected Notary Headaches in Probate


You may think notarizing a doc is a piece of cake. Just go to a bank, pharmacy, or stationer, right? Not always…

We’ll discuss:

  1. Originals are required
  2. Going to the US embassy
  3. What the heck is an apostille?

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How to Collect the US Account of a Deceased Foreigner

E142 How to Collect the US Account of a Deceased Foreigner


How to Collect the US Account of a Deceased Foreigner

We help a LOT of non-US heir collect their US inheritance.

So, for example

  • Aunt Barbara was a UK citizen, and lived/died in Spain
  • But she had a few US bank and brokerage accounts >$200k
  • How do Barbara’s nieces and nephews legally get their US inheritance?

In this high-level summary, we’ll describe:

  1. Step 1: Go to local probate court
  2. Step 2: Go to US probate court
  3. Step 3: Get US tax clearance

And lastly, I’ll describe a few of the seemingly simply tasks that can cause surprisingly long delays

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E120 Who's in Charge When Someone Dies?

E120 Who’s in Charge When Someone Dies?


When someone dies, there’s a lot going on. So it’s not really one person in charge, but possibly several different folks in charge of different things. We’ll talk about all those roles, so you know what to expect and how to plan.

Today we’ll describe a few folks “in charge”:

  1. Next-of-kin
  2. Burial agent
  3. Trustee
  4. Executor
  5. Administrator
  6. The State

Lastly, I’ll the often-forgotten type person “in-charge”

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E118 Expired Letters of Administration in New York

E118 Expired Letters of Administration in New York


We’re explaining a common situation for our probate clients. This will save you a phone call or some emails with us or your lawyer.

For everyone else, this gives you a little window into the probate process for your own estate planning

We’ll cover:

  1. What does “expired letters” mean?
  2. Examples of when you’ll run into this
  3. How to get “fresh” letters
  4. Why do letters expire?

Lastly, I’ll tell you about the one exception, where letters really DO expire

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E114 Things to Do Upon the Death of a Family Member

E114 Things to Do Upon the Death of a Family Member


I understand it’s hard to get organized when someone has died. But as a professional executor for hundreds of families, I’ve seen how important it is to avoid legal, tax, and most importantly family problems.

Today we’ll cover:
6 things to do immediately
7 things to do within first week
2 things to do within month
5 things to do AFTER choose lawyer and executor

Lastly, I’ll share 3 power tips on how even following these steps may not be enough to avoid long-term problems

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Pick up my books on personal finance, probate, and executors. Reviews always appreciated!

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