Articles and audion on New York Wills and Trusts

E162 Post-Coronavirus Trusts Make Even MORE Sense

E162 Post-Coronavirus Trusts Make Even MORE Sense


There are lots of reasons why a trust is better than just a will. And post-coronavirus, a trust makes even MORE sense.

Today we’ll discuss:

  1. Video notary instead of witnesses
  2. Quarantine is a new type of incapacity
  3. Locked down courts: another reason to avoid probate

==========

READ

Pick up my books on Amazon. Reviews always appreciated!

==========

JOIN

Sign up to my email list for book announcements

==========

WATCH

Subscribe to my YouTube channel

==========

LISTEN

Subscribe to the “Simple Money Wins” podcast at:

==========

E161 Court-Appointed Strangers

E161 Court-Appointed Strangers

Most of us cringe at the idea of some stranger or bureaucrat having power over us. But that’s exactly what happens with Court-Appointed Strangers. Specifically Guardians: the strangers with power over our seniors

Today we’ll discuss:
(1) How Guardians get power
(2) Some unnerving examples
(3) It’s always about money
(4) How to avoid this type of stranger
(5) Other types of court-appointed strangers

E160 Estate Planning with Social Distancing

E160 Estate Planning with Social Distancing


Do you want to make or update your estate plan? But how, with social distancing?

We discuss:

  1. Fewer in-person meetings
  2. In-person signings
  3. Document handling

==========

READ

Pick up my books on Amazon. Reviews always appreciated!

==========

JOIN

Sign up to my email list for book announcements

==========

WATCH

Subscribe to my YouTube channel

==========

LISTEN

Subscribe to the “Simple Money Wins” podcast at:

==========

E159 Is it Time to Update Your Estate Plan_

E159 Is it Time to Update Your Estate Plan?


Coronavirus and death is on everyone’s mind. So is it a good time to update your estate plan?

We’ll discuss:

  1. Reminder: no one can predict the future
  2. Yes, get started
  3. Be in the right state of mind

==========

READ

Pick up my books on Amazon. Reviews always appreciated!

==========

JOIN

Sign up to my email list for book announcements

==========

WATCH

Subscribe to my YouTube channel

==========

LISTEN

Subscribe to the “Simple Money Wins” podcast at:

==========

Estate Planning for Bitcoin

Estate Planning for Bitcoin

Cryptocurrency has an estate planning problem. And it’s one of the barriers to wider cryptocurrency acceptance. Nobody wants to accumulate an asset that may disappear, often upon death.

Getting Final Affairs in Order Before Death

Getting Final Affairs in Order Before Death

Whether you’re the caregiver or the terminally ill, it can be satisfying to help get organized and take inventory. This is really important if there aren’t many close relatives.

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

==========

READ

Pick up my books on Amazon. Reviews always appreciated!

==========

JOIN

Sign up to my email list for book announcements

==========

WATCH

Subscribe to my YouTube channel

==========

LISTEN

Subscribe to the “Simple Money Wins” podcast at:

==========

4 Tips for Writing a Will Your Heirs Won't Fight Over 956x538 blog

4 Tips for Writing a Will Your Heirs Won’t Fight Over

Summary: (1) Name the right executor; (2) Include personal property; (3) Don’t tie up the money for too long; (4) Explain any unequal bequests …