Some things you can do by yourself. Take advantage of professionals. Have tax professionals confirm income tax filing deadlines especially if a business is involved. Lawyers can identify your specific duties, and areas of concern from the will. Only lawyers can give legal advice about what the…
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Suddenly, you learn you are the executor of an estate. Don’t expect to find neat and up-to-date files called, “My Estate Inventory” or “For My Executor”. Few people are that organized. You must, instead, act like a detective. Remember, you are handling another person’s valuables. Be ready…
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Are you anxious about the new responsibilities you face? Don’t panic or stay up nights worrying. You may be a grieving beneficiary as well as executor. My free three-stage Executor Roadmap can help you reduce your stress on your estate journey. You can decline the job before…
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When you make or change your will, you must name an executor. Executors are in charge of all your stuff when you’re gone. It’s easy enough to do. You come up with a name or two. But that does not mean you won’t make mistakes. Yes, executor…
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Suddenly you’re an executor. You are asked to prepare an estate inventory. What do you have to do? The first step is to find out what kind of an inventory is required. I’ll give you a sample checklist for an asset inventory. Like all checklists, it only…
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