E179 3 Steps to Make Sure Your DIY Will Works

E179 3 Steps to Make Sure Your DIY Will Works


Since we keep seeing folks who are going the DIY will route, a few more tips on how to make sure that software or will form actually works

Today we’ll discuss:

  1. Use local software/forms
  2. Keep it simple
  3. Hire a lawyer to supervise the signing

==========

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:

==========

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/

==========

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:

==========

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

==========

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:

==========

E176 How a Trust Keeps it in the Family

E176 How a Trust Keeps it in the Family


We’ll share the story of how one of my trusts played out, and how it’s accomplished the goal of keeping it in the family

==========

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:

==========

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!”

==========

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:

==========

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

==========

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:

==========

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

==========

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:

==========

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

==========

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:

==========