Oct 28, 2020
Erica Loberg shares the story of her mom's court-appointed stranger, and what she would to do differently to avoid a court-appointed conservator.
Erica first shared her full story at NextAvenue.org.
About Erica’s mom
When all this happened, Erica's mom was 70 years old. She was not diagnosed with...
Oct 21, 2020
Many people who ask me to be their executor commonly make their will using do-it-yourself methods. DIY estate planning can be tricky, so here are some tips on how to maximize the chances your DIY estate plan will actually work.
Our Methodology
We created identical estate plans using 3 popular free DIY will sites. Here...
Oct 14, 2020
This is an important question for Solo Agers, or for anyone without family nearby.
Friends, Neighbors, Community
Pros
Your close friends, neighbors, etc. probably know your wishes best. And they also most want to honor you, have a nice remembrance.
Cons
It’s a big ask, even for close friends. Tending to...
Oct 7, 2020
Want a professional executor, but prefer an institution such as a bank or trust company? Here’s what to expect.
The application process
Like all other bank interactions, you must complete lots of forms and paperwork. It’s a lot of documentation, it may feel like you’re applying to college all over again.
And just...
Oct 1, 2020
Here are the results of a survey and statistics to illustrate why folks think being an executor is so difficult.
Is being an executor difficult?
The average executor doesn’t think the job is particularly difficult to understand. But, they do think carrying out the role can be difficult.
