Reluctant Executor Newsletters
The Reluctant Executor Newsletter dives into real world chaos that families experience after a death. Understand why it’s important to prepare, get tips that will help minimize the stress, and begin to control the chaos.
Return on Hassle - Estate Map
I've been looking at ROI all wrong.
When you spend the hours it takes to create your estate map, it's not an investment.
It's a hassle.
The ROI of Estate Legacy Planning: Immediate Tasks
"What is the value of planning ahead? It won't save me that much time."
I hear that often when talking about estate handoff tasks. I'm going to break down some of the common scenarios and show how planning can help.
8 Common Subscriptions That Are Hard for Executors to Cancel
Some of the things that people leave behind when they die are uncanceled subscriptions. Here are 8 common subscriptions you might find as an executor.
Returning Social Security Payments
Social security is simple at its surface. Pay into the system when you work, receive payments when you finish working.
But did you know you may have to return money to social security when your spouse dies?
The Missing Cemetery Records
There are a lot of surprises when you lose a loved one. Making funeral arrangements for a burial plot that you purchased shouldn't be one of them.
But this is exactly the spot my family was in last year.