Articles and audio on New York Probate

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”

==========

READ

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

==========

JOIN

Sign up to my email list for Free giveaways and book announcements

==========

WATCH

Subscribe to my YouTube channel

==========

LISTEN

Subscribe to the “Simple Money Wins” podcast at:

==========

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

==========

READ

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

==========

JOIN

Sign up to my email list for Free giveaways and book announcements

==========

WATCH

Subscribe to my YouTube channel

==========

LISTEN

Subscribe to the “Simple Money Wins” podcast at:

==========

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

==========

READ

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

==========

JOIN

Sign up to my email list for Free giveaways and book announcements

==========

WATCH

Subscribe to my YouTube channel

==========

LISTEN

Subscribe to the “Simple Money Wins” podcast at:

==========