May 25, 2022

Our clients want a professional executor for many reasons. Most commonly they have no heirs, or their family lives abroad. But those aren’t the only reasons. We’ll share a few recent examples of why clients want a professional executor.

19 Heirs!

Mr. and Mrs. K. are in their 70s, and they want a...

May 18, 2022

After someone dies with Bitcoin, among all the other chaos, are questions about taxes. How do you pay capital gains from during the decedent’s life? Or if he was a long-term holder, how much capital gains tax will the heirs owe? What about estate tax?

Final year capital gains tax from trading

If decedent was not a...

May 11, 2022

What happens during a late probate, meaning you don’t begin the probate process until many years after death? In a recent case, we probated an estate 40 years after death. This case study shows just a few problems with late probate.

Creditors get impatient

Creditors are usually patient, and they understand that...

May 4, 2022

What happens if you become a Solo Ager later in life? How does this happen? How does this affect you toward the end of your life? And what are some consequences to your probate estate?

Let’s review “Ms. B.’s” situation and discuss.

How Ms. B. became a Solo Ager late in life

Ms. B. was married with a daughter,...

May 2, 2022

Every bitcoin estate plan must include a simple, easy-to-understand letter of instruction to your heirs or executor. If you don’t, all of your hard-hoarded bitcoin may disappear.

Explain Bitcoin to a Child

Keep it super simple! Write the letter like you are explaining bitcoin to a child. Do not give the whole history...