Professional executor Archives - Page 5 of 7

E178 Solo Agers and Hospice Care

August 19, 2020/in New York Wills and Trusts, Professional executor, Solo Agers /by Anthony Park

Talking Solo Agers and Hospice Care with Helen Bauer and Jerry Fenter from the Heart of Hospice podcast.

Helen shares her personal experience helping during a Solo Ager friend’s final weeks. And Jerry shares some Solo Ager statistics and what he learned from Solo Ager Facebook groups.

Links: http://www.theheartofhospice.com/

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E177 Yes, I Can Be Your Executor Outside New York State

August 12, 2020/in New York Professional Executor, New York Wills and Trusts, Professional executor, Solo Agers /by Anthony Park

I keep getting calls, asking me to be executor outside New York. I’m flattered, and honored, and yes AVAILABLE for that role.

Locality becoming less important
In-state agent requirement
Reciprocal nonresident executor law

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E175 Amateur Executor Bloopers

July 29, 2020/in New York Probate, Probate, Professional executor, Solo Agers /by Anthony Park

We’ll share a few real-world amateur executor bloopers (of course, anonymized to protect our clients’ privacy)

Choosing a disappearing banker
The case of the missing $10,000 check
“Oh yeah, taxes!”

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E173 Essential Retirement Planning for Solo Agers with Sara Geber (Part 2)

July 15, 2020/in New York Wills and Trusts, Personal Finance, Professional executor, Solo Agers /by Anthony Park

Talking “Essential Retirement Planning for Solo Agers” with Sara Zeff Geber. In part 2, we cover:

(1) The importance of social networks for Solo Agers, and
(2) Who can Solo Agers choose as their Executors, Guardians, and Custodians?

E172 Essential Retirement Planning for Solo Agers with Sara Geber (Part 1)

July 8, 2020/in New York Wills and Trusts, Personal Finance, Professional executor, Solo Agers /by Anthony Park

Talking “Essential Retirement Planning for Solo Agers” with Sara Zeff Geber. In part 1, we cover:

(1) Who are Solo Agers? and
(2) Different Housing Options for Solo Agers

Buy the book “Essential Retirement Planning for Solo Agers” at (https://amzn.to/2AqEIYD)

E170 How to Name a Professional Executor in Your DIY Will

June 24, 2020/in New York Professional Executor, Professional executor, Solo Agers /by Anthony Park

Against all advice, you’ve decided to use a DIY will. But you also want to name me your professional executor.

Today we’ll discuss:

When you call me
Show me your DIY will
Supervised signings

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Pick up my books on Amazon. Reviews always appreciated!

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E168 Stay in Touch with Your Professional Executor

June 10, 2020/in New York Professional Executor, Professional executor, Solo Agers /by Anthony Park

So you’ve named me executor in your will (or trustee of your trust). What’s next?

We’ll discuss:

Regular check-in calls
Where are your documents?
How else I keep in touch
How I’ll be informed when you pass

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Pros:

General legal and tax knowledge
Independence
General understanding of process

Cons:

No local knowledge
No boots on the ground
More expensive

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We’ll discuss:

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

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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:

Personal belongings
Selling the family home
Money
Control and communication
“Fairness”

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

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