Tag: probate

“Help Me, I’m an Executor”

When a client calls and makes this request, what do you say? Giving your client an executor checklist is of limited benefit. It is also a tactical mistake. What your client really needs is a strategy to help them. That’s why I wrote Executor Kung Fu: Master…
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Use the Executor Mantra to Reduce Stress

Being an estate executor is stressful. Many people feel overwhelmed when suddenly they must take charge of an estate. You can easily make mistakes before you understand what’s involved. But now I can show you a new, stress-free way to succeed as an executor. Of course, you…
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Are You An Executor Looking for Help?

Most people do not know what executors are expected to do. Making the wrong decision can cause stress and get you into trouble. If you are a new executor of an estate, I know you are feeling overwhelmed. What should you do first? You have to protect…
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Want Help Understanding Your Role as Executor?

Sign up here for an Executor Workshop I am running for EstateTherapy.com on January 26, 8 – 9 p.m. EST. You will receive a copy of my book, Executor Toolkit: What Every Executor Needs to Succeed. You will learn my 3-step system to handle any estate. You will…
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Executor Workshop – Wednesday, January 26, 2011

The Complete Start-to-Finish System In 90 minutes, you’ll learn how to save time and money as an executor. Read more here and get a bonus for registering today. Here is what other attendees have said about this program: “Good seminar. Helpful advice given in a clear, easily…
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Are Probate Problems Driving You Crazy?

If you are an executor, are you having problems probating an estate? You may be trying to figure out what you are supposed to do first. As an executor, you deal with accountants, lawyers and investment advisors. Angry and disappointed beneficiaries can make your stress levels soar….
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Who Inherits Your Money?

Okay, you’re not King Tut. You’re not going to take it with you. You’ll need a will. Do you know what happens to your money when you die? If you don’t have a will, here are three key things to know: • your spouse or children do not…
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