How to Hire an Executor. For your loved one’s estate or your will.

E178 Solo Agers and Hospice Care

E178 Solo Agers and Hospice Care


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

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


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

  1. Locality becoming less important
  2. In-state agent requirement
  3. Reciprocal nonresident executor law

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E175 Amateur Executor Bloopers

E175 Amateur Executor Bloopers


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

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

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

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

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

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

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

E170 How to Name a Professional Executor in Your DIY Will


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:

  1. When you call me
  2. Show me your DIY will
  3. Supervised signings

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E168 Stay in Touch with Your Professional Executor

E168 Stay in Touch with Your Professional Executor


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

We’ll discuss:

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

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E164 Can I Be Your Executor in Another State (Outside New York)?

E164 Can I Be Your Executor in Another State (Outside New York)


Yes, I can and have served as executor for clients outside of New York. You just need to be aware of the pros and cons.

Pros:

  1. General legal and tax knowledge
  2. Independence
  3. General understanding of process

Cons:

  1. No local knowledge
  2. No boots on the ground
  3. More expensive

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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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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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