Simple Money Wins

E203 Why You Need an Experienced Probate Lawyer

E203 Why You Need an Experienced Probate Lawyer

Linda spent six months working with a general lawyer (meaning someone who practiced personal injury, litigation, and a dash of probate on the side). There was not much progress in those six months, so Linda became frustrated and transferred the case to us. Sadly, we had to basically start from scratch, because the general lawyer did essentially nothing.

E202 Bitcoin Risk of Theft vs. Risk Loss

E202 Bitcoin Risk of Theft vs. Risk Loss

Bitcoin and cryptocurrencies are currently a popular topic. Here, we are discussing the risk of theft verses risk of loss with these types of funds, specifically why that matters in the context of estate planning.

E201 Should I Name a Trust as Beneficiary of My Accounts

E201 Should I Name a Trust as Beneficiary of My Accounts?

Another question that we receive often is “should I name a trust as beneficiary of my estate?” In a recent case, Rhonda reached out to us, because she wanted the benefits of a trust (avoid probate, reduce chance of a “will contest,” etc.), but she was not quite ready for the headache of a full-blown trust setup. In her particular situation, naming her trust as beneficiary makes sense. If you are considering this doing this, here are a few things you should consider.

Anthony S. Park

Anthony S. Park

Executor, Attorney, Entrepreneur

I’m a New York executor and attorney, helping folks with estates, real estate, and inheritance.

I’m also an entrepreneur, ranging from running a factory in east Africa to local retail businesses.

I also podcast and write books, to share knowledge about how to make your legal and money matters easier.