How Probate Works. A Guide for Executors, Heirs, and Families.

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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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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3 Commons Mistakes When Choosing the Executor

E152 3 Common Mistakes When Choosing the Executor


Your executor is NOT your best man, maid of honor, best friend, or favorite child.

We’ll discuss:

  1. Making sure your Executor qualifies
  2. It’s not about “favorites”
  3. Not a “job” to hand out as charity

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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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E146 How Do I Sell My Deceased Parents Home

E139 How Do I Sell My Deceased Parents Home


Selling a Decedent’s home, especially parents, can be tricky. So we’ll share some tips from our experience as executor and probate attorney

  1. Who owns it?
  2. Go to court
  3. Vacate the house
  4. Clean it out
  5. Only minimal prep

Lastly, I talk about how to deal with a common problem: the wannabe flipper

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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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E131 How to Avoid Family Drama When Someone Dies

E131 How to Avoid Family Drama When Someone Dies


Everyone knows death + family + money is a recipe for … drama

No one WANTS this to happen, everyone would prefer harmony.

We’ll share some insights from executor-ing for hundreds of families, and areas you should watch out for, to keep the family together.

Today we’ll cover some of the most explosive issues:

  1. Personal belongings
  2. Selling the family home
  3. Money
  4. Control and communication
  5. “Fairness”

Lastly, how getting non-family help can keep the family happy

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