Jul 27, 2022
We’ll share 3 recent problems we encountered while selling probate real estate: a bad septic tank, firing a broker, and co-op listing prices. We’ll share these stories with you and add key takeaways for executors and those facing probate.
Septic tank problems in probate
Any leak or other problem involving a septic...
Jul 20, 2022
Many non-US heirs need a professional executor to get federal transfer certificates.
What is a federal transfer certificate?
It is an IRS document, specifically, Form 5173. It is used to confirm through the IRS that there is no estate tax due, or it’s already been paid. The certificate allows the financial institution...
Jul 13, 2022
How will your executor handle a Bitcoin winter (or crash) like the one we’re living through now? We’ll compare a few likely scenarios depending on who you’ve chosen as your executor.
But first, a few assumptions:
- You’re a “maxi” (a Bitcoin maximalist – someone who really values Bitcoin in and of itself,...
Jul 6, 2022
Our solo ager clients often ask “who should draft my will? Should I do it myself or hire a lawyer?”
Default: hire a reputable estate planning lawyer
The benefit is that you will have peace of mind that your will is done correctly, as opposed to using a computer program. Software is pretty good, but a human (in...