Probate Archives - Page 7 of 11 - Anthony S. Park PLLC

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:

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

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

E129 How to Collect a Deceased Person’s Bank Account

October 1, 2019/in Probate /by Anthony Park

Today we’ll walk you through how to collect a deceased person’s bank account.

There are a few possible twists, turns, and surprises. So we’ll try to prep you, to make it as easy as possible for you.

Today we’ll cover:

Frozen bank accounts
Don’t forge!
Joint accounts
When you need probate

Lastly, we’ll save you some time be telling you about the next step you should prepare to collect a deceased person’s bank account

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

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WATCH

Subscribe to my YouTube channel

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LISTEN

Subscribe to the “Simple Money Wins” podcast at:

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E125 What Happens to Your Online Life When You Die

September 17, 2019/in Probate /by Anthony Park

How much time do you spend on social media?

Is it fair to say you spend enough time on there, post enough pics, rants, etc. to say that it’s a part of your legacy? Your time on earth?

If you agree, then you’ll probably also care about what happens to your online when you die.

Today we’ll cover what happens to your

Social media accounts
Other popular digital/online accounts
Email accounts

Lastly, I explain how one of the biggest social media companies is very weird about your accounts when you die.

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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:

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E114 Things to Do Upon the Death of a Family Member

August 8, 2019/in New York Probate, Probate /by Anthony Park

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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