Welcome!
Please take a look at this Free Content to get you started. For short articles on estate planning and administration, check out my monthly newsletters, listen to my radio interviews, or view my files. (You can sign up to receive my newsletters via email under the Contact tab.)
Quick Tips for Administering a Loved One's Estate
Click the document to enlarge.
The Executor's Cheat Sheet
Click the document to enlarge.
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
Legacy Estate Organizing Newsletters
Videos Featuring Legacy Estate Organizing
-
3. How Do We Claim Lost Assets? (4:55) - Assisted Living Answer Man Series
-
5. Where Does the Executor Look to Find the Assets? (6:23) - Assisted Living Answer Man Series
-
6. The Lemonade Stand (7:00) - An interview by Bergen Neighbors Magazines' Publisher Doug Drohan, May 2020
-
7. Planning for Whatever Comes Our Way (1:14:05) - Virtual webinar featuring experts in estate planning, financial planning, advanced-funeral planning, and estate organizing, November 2020