Sep 27, 2023

When someone dies, many folks are confused about who owns the house during probate, right after the death. Technically, the heirs own it immediately upon death, subject to debts and taxes of the estate. But, sometimes is not clear who the heirs are. The probate process decides who exactly are the heirs and places an...

Sep 20, 2023

What are the risks of being an executor? An executor has a lot of power and responsibility during probate, but is correspondingly accountable for everything that happens within the estate.

We’ll cover how an executor has risk of even personal liability, how long that risk lasts, and how an executor can protect...

Sep 13, 2023

A letter of instruction will likely fail for your bitcoin inheritance plan and should have only a marginal role in your plan, if any.

Search for “bitcoin inheritance” and you will probably find lots of people advising you to write a letter of instruction for your heirs. We talked about this and even provided a

Sep 6, 2023

I do serve as a professional trustee, not just executor, or our Solo Ager clients. We’ll cover why our Solo Ager clients are looking for a professional trustee, why they don’t use banks, and how much it costs to hire a professional trustee.

Disputes between trustee and beneficiary

Why are our Solo Ager clients...