#ProbateNavigated

19 What to do When You Have a Hold-Over Tenant with Mark Cianciulli by #ProbateNavigated by @iamjonathansmith

18 Options to Consider When there is a Property in the Estate with Mark Cianciulli by #ProbateNavigated by @iamjonathansmith

17 Accountability and Transparency When Dealing with Personal Property by #ProbateNavigated by @iamjonathansmith

16 David Parks - Money Management and Probate by #ProbateNavigated by @iamjonathansmith

15 Alvi Aggarwal - A Guide for Out of State Executors by #ProbateNavigated by @iamjonathansmith

14 Dawn Dale - Mistakes to Avoid in Probate by #ProbateNavigated by @iamjonathansmith

13 Mindy Hetzel - What to Accomplish in the First Four Months by #ProbateNavigated by @iamjonathansmith

12 Marissa Bagasra - How to Discern Whether or Not You Should Assume the Role of Executor by #ProbateNavigated by @iamjonathansmith

11 Duke Walker - Property and Probate and What You Should Know by #ProbateNavigated by @iamjonathansmith

10 Deb Bumbaugh - How to Deal with Grief and Grieving by #ProbateNavigated by @iamjonathansmith

09 Sanborn Team - Why Working with a Proven Probate Real Estate Agent Matters by #ProbateNavigated by @iamjonathansmith

08 Kelly Pinkard - How to Make Your Life Easier by Delighting Your Commissioner of Accounts (Part 2) by #ProbateNavigated by @iamjonathansmith

On our seventh episode of #ProbateNavigated we visit with Kelly Pinckard, CPA and founder of Estate Accounting Solutions, a Virginia-based accounting firm that specializes in the preparation of fiduciary accounting reports for estates, trusts, conservatorships, and guardianships, as well as all related tax returns. With a background in auditing, Kelly knows exactly what the Commissioners of Accounts want to see when a fiduciary files his or her annual accounting reports, and maintains an excellent reputation with Commissioners of Accounts all over Virginia. This episode is filled with so much great content we’ve decided to make it 2 parts. Part 1 covers, a range of important topics including why making a calendar for what is due and when is critical, why expecting closing your estate in less than 6 months is often unrealistic, why ensuring order of priority with asset distribution is crucial, and more. In part two Kelly gives some great tips and resources for all of you DIY’er’s and provides some much needed clarity for those of you dealing with an insolvent estate.

On our sixth episode of #ProbateNavigated we stop by to visit with Marlene Stum, Ph.D. Marlene is a Professor in the Department of Family Social Science at the University of Minnesota. She is most known for "Who Gets Grandma’s Yellow Pie Plate?"™ a program internationally recognized for supporting families in non-titled property decisions. She is also nationally recognized for her research and prevention education. Additionally, she currently leads a unique research project examining the meaning and experience of “fair” inheritances from the perspective of older parents and adult children in the same family system.  In this episode Marlene covers topics including, why its important to take time to understand why this issue can be so sensitive to your family, why and how to determine what you are trying to accomplish, deciding what is fair for your unique situation, why you should take time to really understand what the “meaning” is regarding specific objects to specific individuals, discerning what the distribution options and consequences are, and agreeing on how to manage conflicts when they arise just to name a few topics. I really enjoyed visiting with Marlene. I hope you enjoy this as much as I did. See full notes on my Medium page here: https://medium.com/p/929a71096bca/edit

On our fifth episode of #ProbateNavigated we stop by to visit with James Granoski. I very much enjoyed our discussion together. In this episode James covers topics including why working with an estate attorney that can not just write estate administration plans but enforce them is important, key resources to avail yourself to, what an attorney will and will not do, key conversations to have with your attorney, worst mistakes that many make but are avoidable, and bad recommendations to avoid to name just a few. I really enjoyed visiting with James as there’s a lot of actionable advice. I hope you enjoy this as much as I did.

On our fourth episode of #ProbateNavigated we stop by to visit with Allen Herzberg, P.C. This discussion covers topics including how to prepare estate taxes, tips on choosing the right "tax guide," who to invite to be on your "pit crew", and a valuable resource to benefit from as you resolve your estate. I really enjoyed visiting with Allen as there’s a lot of actionable advice. I hope you enjoy this as much as I did.

03: Doneen Hoffman - How to Get Checks not Bills for Personal Property by #ProbateNavigated by @iamjonathansmith

On our second episode of #ProbateNavigated we stop by to visit with Bryan Aguirre, the managing partner at Capital Insurance Partners. This discussion covers topics including how to ensure your estate assets have insurance coverage, mistakes to avoid, and a checklist to follow as you resolve your estate. I really enjoyed visiting with Bryan as there’s a lot of actionable advice. I hope you enjoy this as much as I did.

01 #ProbateNavigated Introduction by #ProbateNavigated by @iamjonathansmith

Aaron Groen — Financial Advisor on How to Identify Best Financial Advisor, Bad Advice to Avoid, and Other Lessons Click here to explore Trust and Estate Settlement services that Aaron provides: https://goo.gl/MvXE4i