Welcome!

Please take a look at this Free Content to get you started.​ For short articles on estate planning and administration, check out my newsletters or listen to my radio interviews.

Quick Tips for Administering a Loved One's Estate

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The Executor's Cheat Sheet

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Audio Files Featuring Legacy Estate Organizing

• 1. Business Talk Radio 1 interview with Jill Nicolini, 12/3/2020 (29:00) - Overview of estate organizing and administration
   

• 2. Business Talk Radio 1 interview, 12/11/2020 (28:00) - Helping the executor
   

• 3. Business Talk Radio 1 interview, 12/17/2020 (27:00) - Organizing your own legacy
   

• 4. Business Talk Radio 1 interview, 12/24/2020 (29:00) - Searching for "lost" assets
   

• 5. Business Talk Radio 1 interview, 12/31/2020 (29:00) - Honoring our deceased loved ones

Videos Featuring Legacy Estate Organizing

• 1. What is an Estate Organizer? (5:30) - A special thank
  you to Joseph Chu, The Assisted Living Answer Man!
   

• 2. What Can Everybody Do to Make Things Easier for Their Eventual Executor? (5:14) - Assisted Living Answer Man Series
   

• 3. How Do We Claim Lost Assets? (4:55) - Assisted Living Answer Man Series
   

• 4. What Are the First Steps to Take Following a Loved One's Death? (5:05) - Assisted Living Answer Man Series
   

• 5. Where Does the Executor Look to Find the Assets? (6:23) - Assisted Living Answer Man Series

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Legacy Estate Organizing Newsletters

• January 2020 - Get an Early Win

• February 2020 - All Thanks to Steven

• March 2020 - Get Ahead of It

• May 2020 - Frozen in Place?

• June 2020 - Perception of Risk

• August 2020 - O Money, Where Art Thou?

• September 2020 - Fall Reset

• October 2020 - Estate Planning Awareness Month

• November 2020 - Just the Coolest!

• December 2020 - Cool Gifts, Cool Experiences