Feb 27, 2019

A Q&A podcast with Maureen Pritchard, estate planning attorney. Here are the listener questions Maureen answers:

1. "[Do I just] assign/designate guardians with separated responsibilities plus a will?"
   
   
2. "Is it better to have a trust where the insurance money gets deposited and designate the smarty cousin as trustee?"
   
   
3. "I...

Feb 25, 2019

Summary

1. Change the locks
   
   
2. Check your outdoor lights
   
   
3. Test the smoke detectors
   
   
4. Find the water main shut-off valve
   
   
5. Get familiar with your circuit breaker box
   
   
6. Find the gas shut-off valve
   
   
7. Get contact info for your utility providers
   
   
8. Get the essential homeowner’s tools
   
   
9. Clean out the dryer hose
   
   
10. Change your air...

Feb 22, 2019

1. When the Executor Fails to Preserve the Value of the Estate
   
   
2. When the Executor Appears Biased
   
   
3. When a Beneficiary Steals Estate Items
   
   
4. When Siblings at Odds Inherit a Piece of Property Together
   
   
5. When Co-Executors Disagree on How the Estate Should Be Administered

We talk about Cynthia Meason's (LinkedIn) post from 

Feb 20, 2019

1. Former pension and retirement plans
   
   
2. Life insurance policies
   
   
3. Federal tax returns
   
   
4. State departments of taxation
   
   
5. Bank accounts
   
   
6. Unpaid back wages
   
   
7. Savings bonds
   
   
8. Bonus tip 1: Do not pay somebody to find money for you
   
   
9. Bonus tip 2: Arrive with the appropriate documentation and proof of your identity

Read Geoff...

Feb 18, 2019

1. Waiting too long to prep your home for selling
   
   
2. Skipping the backup plan
   
   
3. Buying too big
   
   
4. Working with too little cushion
   
   
5. Failing to compromise
   
   
6. Using two different real estate agents
   
   
7. Closing on a Friday
   
   
8. or late in the afternoon

We talk about Jamie Wiebe's (@jamie__wiebe or LinkedIn) post from