Now you’re ready to set your goals. Here are some 2 X 2 estate planning steps to take: • Set aside 2 hours to do your estate planning homework. (Yes you can do it. Use my book Estate to the Heart. It’s the world’s easiest estate planning…
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Want help with your estate planning resolutions? Ask a spouse, partner, or a family member to help you. Two people can do estate planning in a 2 X 2 approach that multiplies your chances of success. Why does the 2 X 2 approach work? Having a loved one…
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A relative named you executor in their will. Now what? It doesn’t mean you have to accept the job and all the responsibility with it. You can refuse to act as executor before you start the job. Want to quit as an executor? Once you start the…
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A court usually needs a valid reason to allow an executor /estate trustee to resign. Health problems that prevent you from finishing could be enough. But there are other factors to consider. You or your lawyer must take these steps to resign as executor: 1. the consent…
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Should you decline to act as an executor? Well, you can make an expensive mistake if you don’t. But don’t worry. I can help keep you out of trouble. I can help executors deal with • Difficult beneficiaries • Real estate responsibilities • Foreign assets • Contested…
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Are you having doubts about being an executor of an estate? Run, don't walk, to an estate lawyer for immediate advice. Why? I'll tell you some stories I hear in my own law office. I am Ed Olkovich. I am a certified specialist in Estates and Trusts…
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Is an estate dispute causing you stress? These problems can eat up time and money. I know the best way to resolve them. You might think “This sounds too good to be true, Ed.” Well, your lawyer can’t guarantee you’ll win in court. You could end up…
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Are you shaking your head and wondering “How could I be left out of the will?” It happens, but there’s an easy solution to your problems. Let me explain. You need a lawyer to prove the other side’s wrong. But just one hour with a lawyer can…
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Are you confused and unable to start your estate planning? You’re not alone. I’ll give you three easy ways to start your estate planning. One is totally free. Many British adults say they don’t know where to begin their estate planning either. The secret to successful estate…
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Your Estate Plan may also deal with insurance, taxes and debts that may need to be paid by your estate. Talk to your financial advisor about your retirement accounts, life insurance and pensions. Ensure these are up to date with respect to your designated beneficiaries. Financial planners…
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