Sep 28, 2022

Every executor faces the tax risks unless they get proper tax clearance, which can take a LONG time. Here’s how we’ve seen that plays out with professional executors, non-estate attorneys, and amateur executors.

Professional executors set patient expectations

We advise heirs from the beginning that this will be a...

Sep 21, 2022

Here are our tips for cleaning out the decedent’s home and getting it presentable for sale.

Identify the estate clean-out problems

For example, did the decedent die recently, or has some time passed? Sometimes folks become ill and move into a facility, leaving their home behind. We often see these homes in...

Sep 14, 2022

Probating bitcoin is more complicated than usual probate. We’ve discussed the 3 stages of probate generally. Here, we’ll describe some specifics of the process for when the decedent owned bitcoin.

How to find out if deceased had bitcoin

First, did the decedent even own bitcoin? We previously discussed three steps...

Sep 7, 2022

How does receiving an inheritance change your own Solo Ager estate plan? A family inheritance will increase the size and complexity of your estate, so let’s discuss what that means for Solo Agers.

Increases the size of your estate

How does this inheritance result in a more complex probate for you later on?

The more...