Aug 26, 2020
Since we keep seeing folks who are going the DIY will route, a few more tips on how to make sure that software or will form actually works
Today we’ll discuss:
- Use local software/forms
- Keep it simple
- Hire a lawyer to supervise the signing
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Aug 19, 2020
Talking Solo Agers and Hospice Care with Helen Bauer and Jerry Fenter from the Heart of Hospice podcast.
Helen shares her personal experience helping during a Solo Ager friend's final weeks. And Jerry shares some Solo Ager statistics and what he learned from Solo Ager Facebook groups.
Links:...
Aug 12, 2020
I keep getting calls, asking me to be executor outside New York. I’m flattered, and honored, and yes AVAILABLE for that role.
- Locality becoming less important
- In-state agent requirement
- Reciprocal nonresident executor law
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Aug 5, 2020
We’ll share the story of how one of my trusts played out, and how it’s accomplished the goal of keeping it in the family
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