Nov 25, 2020

We had the privilege of speaking with Joy Loverde, author of two books, The Complete Eldercare Planner and Who Will Take Care of Me When I’m Old. She’s an expert in this area of solo agers and we are grateful that she shared her insight with our followers.

Who Will Take Care of Me When I Get Old?

This is a very...

Nov 18, 2020

If you’ve done your research, you know that a good probate lawyer is not cheap. So how can you start your probate case even if you can't pay now?

How much are probate attorney fees?

Lawyer fees for the simplest probate case start at $3,000. But probate is naturally messy, since is involves family, money, death, and...

Nov 11, 2020

When does the executor tell the beneficiaries? Once the court process starts, which is usually shortly after death.

We often get this question when our Solo Ager clients name me as executor in their will.

When does the executor notify beneficiaries?

No, the executor does not notify the beneficiaries upon you signing...

Nov 4, 2020

No, it's not a good idea to have an out-of-state executor. Although it's technically legally allowed, in reality an out-of-state executor causes tons of problems.

Banking Problems

Opening the estate account

You probably think opening a bank account is a piece of cake. And you'd be right, if you were opening an account...