Podcasts about executors

Are you dealing with a divorce or managing a family estate and feeling overwhelmed by the real estate process?Do you wonder how to handle messy family dynamics, distressed properties, or legal red tape?If you said yes to any of these, this episode is for you.In this episode of Moving Sucks, we're tackling one of the toughest parts of real estate: navigating property transactions during divorces and estate settlements. These situations are often emotional, complex, and messy—and we're here to help you make sense of it all.Why real estate during a divorce or estate can be more stressful than a standard salePersonal stories about hoarder homes, distressed properties, and stubborn family membersThe crucial role of attorneys, communication, and knowing your legal rightsTips for realtors, buyers, and families to stay level-headed during emotional negotiationsWhy having a supportive, experienced real estate team can make all the differenceThis episode isn't just for industry pros—it's for anyone facing these challenging life transitions.

Millennials, the “sandwich generation,” feel this pressure more than most—juggling caregiving for aging parents, career demands, and planning for their own futures. While it might not be the most thrilling subject, it's incredibly important, particularly given that almost 70% of Americans lack proper preparation for what happens to their things once they're gone. Rachel Donnelly, an expert in estate and legacy planning, and a woman who describes herself as a "GPS for Executors", addresses this important subject with a refreshing approach, blending humor and practicality while debunking the top 5 myths that prevent people from planning in her book, "Late to Your Own Funeral. It combines irreverent advice and actionable strategies to help everyone whether planning their legacy or taking on the role of executor. It is for everyone who wants to spare their loved ones unnecessary stress.

When someone passes away, their bills and debts don't just disappear, but that doesn't mean their family has to rush to pay everything immediately. In this episode, we explain how debts are handled after death, what families (especially executors) need to do, and what to expect if no one has access to the deceased's money yet. We'll also clear up common fears about personal liability and explain how reimbursement works when someone covers bills out of pocket. Here's some of what we discuss in this episode: ⚠️ Why family members are usually not personally liable

Liberty flows from God's word - this profound truth echoes through James Chapter 1 and America's founding documents alike. In this thought-provoking episode, we explore how the biblical concept of being "doers of the word, not merely hearers" applies both to our personal faith and our national character.Drawing from James' powerful teaching on perseverance through trials, we unpack what it truly means to practice "pure and undefiled religion" - bridling our tongues, caring for widows and orphans, and remaining unstained by the world. These spiritual disciplines don't just strengthen our individual walks with Christ; they form the foundation of liberty in a republic.The episode takes a fascinating historical turn as we examine early Supreme Court decisions that explicitly affirmed America's Christian foundation. The 1844 case Vidal versus Gerard's Executors reveals how the highest court unanimously declared that education without Christianity "is not valuable" and that establishing non-Christian schools was not even to be "presumed to exist in a Christian country." We also explore the Court's 1884 affirmation that our rights come "not by edicts of emperors or decrees of parliament or acts of congress, but by their Creator."This illuminating journey through scripture and American history challenges the modern narrative that seeks to separate our rights from their divine source. If the Declaration of Independence acknowledges that our rights come from God, how can we logically exclude God from our institutions?Whether you're struggling with personal trials, seeking to deepen your faith, or interested in understanding America's religious heritage, this episode provides powerful encouragement to align your priorities with eternal truths. Join us as we discover how drawing closer to God and helping others do the same remains the surest path to liberty, both personal and national.Support the showThe American Soul Podcasthttps://www.buzzsprout.com/1791934/subscribe

Darren Indyke and Richard Kahn and the estate of Jeffrey Epstein has been accused by the USVI AG of moving over 13 million dollars into accounts of their own. The battle between Denise George and the estate has been raging for several years now, but this is certainly an escalation. (commercial at 8:19)to contact me:bobbycapucci@protonmail.comsource:https://www.nytimes.com/2022/07/22/business/jeffrey-epstein-estate-assets.htmlBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

In this look back episode...Denise George has added the executors of the Epstein estate, Darren Indyke and Richard Kahn to the suit, going so far as to name them as captains of the sex trafficking ring. That leads to the question, how are they even involved as Executors in the first place? (Commercial at 12:08)To contact me:bobbycapucci@protonmail.comsource:https://www.bloomberg.com/news/articles/2021-02-10/epstein-executors-added-to-virgin-islands-civil-racketeer-suitBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

In dieser Folge spricht Dr. Sebastian Voigt mit Christoph Jost, Gründer und Managing Director von FLEX Capital, über die Strategien und Hebel, die Private-Equity-Firmen wie FLEX Capital nutzen, um das Wachstum ihrer Portfoliounternehmen voranzutreiben. Christoph erklärt, wie FLEX Capital durch eine Kombination aus strategischen Investitionen, kontrolliertem Einsatz von Preisstrategien und wachstumsorientierten Maßnahmen den Wert ihrer Unternehmen steigert. FLEX Capital (a.k.a. Founders, Leaders and Executors – multiplied with Capital) zählt für viele zu den Rising Stars der PE-Szene. „Pricing ist ein faszinierender Hebel. Wenn Du die Preise smart nutzt, verdoppelst Du den Wert der Firma und hast 3x Geld gemacht.“ Christoph Jost beschreibt Pricing als einen der wirkungsvollsten, aber zugleich sensibelsten Hebel, der mit Bedacht eingesetzt werden muss. Statt vorschneller Preisanpassungen setzt FLEX Capital auf Transparenz und Kundenvertrauen. Ein Beispiel verdeutlicht diesen Ansatz: Eine von FLEX Capital übernommene Softwarefirma aus Köln hatte ihre Preise seit 15 Jahren nicht angepasst. Durch die Inflation entstanden so erhebliche reale Verluste. Gemeinsam mit den Gründern entwickelte FLEX Capital eine faire Preisstrategie, die nicht nur die Profitabilität wiederherstellte, sondern auch den Mehrwert für die Kunden klar kommunizierte. Über den Gast: Christoph Jost ist Founder & Managing Director bei FLEX Capital, einer Private-Equity-Gesellschaft, die auf Investitionen in wachsende Tech-Pioniere in der DACH-Region spezialisiert ist. FLEX Capital verwaltet derzeit rund 450 Millionen Euro über zwei Fonds und Co-Investitionen. Zuvor war Christoph Gründer und CEO von ABSOLVENTA Jobnet und hat mehrere erfolgreiche Unternehmen durch strategische Investitionen und Verkäufe begleitet, darunter Egoditor GmbH (verkauft an Bitly) und Passion 4 Gästezimmer GmbH (verkauft an FUNKE Mediengruppe). Zusätzlich ist er als Non-Executive Chairman bei verschiedenen Portfolio-Unternehmen von FLEX Capital tätig, darunter Proxora, lawpilots und die EVEX Group. Christoph hat Betriebswirtschaftslehre an der Ludwig-Maximilians-Universität München studiert.

Darren Indyke and Richard Kahn and the estate of Jeffrey Epstein has been accused by the USVI AG of moving over 13 million dollars into accounts of their own. The battle between Denise George and the estate has been raging for several years now, but this is certainly an escalation. (commercial at 8:19)to contact me:bobbycapucci@protonmail.comsource:https://www.nytimes.com/2022/07/22/business/jeffrey-epstein-estate-assets.htmlBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Estate Planning Pitfalls and Precious Insights with Jonathan HooperIn this episode of Barenaked Money, Colin White and Matthew Kempton of Verecan Capital Management are joined by special guest Jonathan Hooper, an estate lawyer with Tupman and Bloom, to explore common mistakes in estate planning. The conversation primarily focuses on the complications that arise from outdated estate plans, the dangers of joint ownership, and the legal intricacies involved in ensuring that your assets are passed on according to your wishes. Hooper shares his expertise on issues such as unaddressed changes in life circumstances, the complexities of the probate process, and the importance of having a proper executor. The hosts and guest emphasize the significance of keeping estate plans updated and transparent to avoid legal disputes and family conflicts. They also touch on the role of trusts, tax implications, and best practices for ensuring a smooth transfer of wealth. The episode concludes with a preview of an upcoming discussion on the challenges of joint ownership in estate planning.00:00 Introduction to Barenaked Money00:26 Meet the Guest: Jonathan Hooper01:17 Common Estate Planning Mistakes02:52 The Importance of Keeping Your Estate Plan Updated03:10 Joint Ownership Issues in Estate Planning04:56 Understanding Joint Ownership Issues05:22 Legal Obligations and Misconceptions06:56 Simplifying Your Estate Plan07:46 The Role of Executors in Estate Planning13:56 Tax Considerations in Estate Planning19:39 Executor Responsibilities and Challenges19:50 Involving Multiple Generations in Estate Planning21:36 Dealing with Family Dynamics in Estate Planning26:45 Legal Challenges and Trusts in Estate Planning29:28 Avoiding Probate and Tax Issues39:37 Conclusion and Teaser for Next Episode39:37 Conclusion and Teaser for Next Episode41:21 Final Disclaimer and Contact Information

In this episode of the Wills and Estates Transmission Podcast, Tony Skinner and Max Williams discuss the intricacies of estate administration following the grant of probate or letters of administration. They cover essential topics such as the responsibilities of executors, the process of advertising for claims, the payment of executors, property ownership issues, navigating financial institutions, the superannuation claims process, the continuation of legal actions after death, and considerations for leaving assets to not-for-profit organisations. The conversation emphasises the importance of seeking legal advice to avoid personal liability and ensure proper administration of the estate. Understanding the Grant of Probate 03:59Executor Responsibilities and Payment 08:05Property Ownership and Inheritance 11:54Navigating Financial Institutions 12:52Superannuation Claims Process 16:44Legal Actions Post-Death 18:55Considerations for Not-for-Profit Bequests 20:44The Importance of Legal Advice for Executors

Today, Josh and Amelie continue the series on Estate Planning! This week, they discuss key people! What roles do the various people play? Takeaways: Guardians - “Who will care for your children if you die?” Executors (wills) and Trustees (trusts) - “Who will carry out your wishes when you're dead?” Executors/trustees may be paid. Powers of Attorney/legal proxies - “Who will handle your life when you're incapacitated (in a coma/traumatic brain injury etc.)?” There are medical and financial Powers of Attorney. Beneficiary – “Who is rooting for your death?” (who gets your assets when you die?) A very important question to think about with beneficiaries is how to divide the assets. Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

Executors are not required to give you a copy of the Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Our hosts Stephanie McCullough and Kevin Gaines sit down with Pam Starsia, who swapped her corporate lawyer gig for the world of estate planning, and now runs a firm alongside her husband. Once a pro in high-stakes mergers and acquisitions, Pam's now all about creating personalized, relationship-focused estate plans. Listen in as she takes us through the sometimes-tricky and always-emotional landscape of family legacy planning.   “If you have the resources to pay for help, do so. You deserve it.”   Pam unpacks the Personal Family Lawyer model she follows, which emphasizes the human side of legal advice to meet a family's evolving needs. Her insights help us balance the emotional and practical sides of family legacy planning, offering a new take on the whole process beyond just writing a will.   When dealing with clients, Pam's all-in on personal touch. Our hosts and Pam chat about the emotional twists that can pop up, like sibling dynamics and particularly sentimental items. She dishes out practical tips for navigating these situations, reducing conflicts, and making sure everyone in the family gets a say.   They also explore some unique aspects of estate planning, like the question of your furry friends, and Pam gives us the lowdown on setting up options like pet trusts to ensure they're cared for in the future. She reminds us that estate planning isn't just a one-time deal—it's an ongoing process that adapts to changing laws, relationships, and life situations.   Key Topics: From Corporate Lawyer to Estate Planning Attorney (3:31) The Advantages of the Personal Family Lawyer Model (9:45) Staying Accountable as an Estate Planning Attorney (15:46) Being Thorough with Clients (25:28) The Challenge of Working with the “Sandwich Generation” (31:37) Dealing with Joint Trustees (34:30) Pet Trusts: Making Sure Your Fur Babies Aren't Forgotten! (39:46) Why It Literally Pays to Plan with an Attorney (47:44) Stephanie and Kevin's Key Takeaways (50:10)   Resources: Starsia Law Website Starsia Law on Facebook Starsia Law on Instagram Starsia Law on LinkedIn PersonalFamilyLawer.com if outside of NY Who Gets Grandma's Yellow Pie Plate? (Article)     If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

A loved one can leave assets in their will, but what about debts?  Can you inherit debt? What makes you legally responsible for debt, and what should you do if creditors come calling? Doug Hoyes and Ted Michalos tackle common concerns about a sensitive topic with a touch of lighthearted fun. They discuss joint accounts and credit cards, the role of executors, and life insurance paying off mortgages. They break down what happens to debt after death in Canada and offer important advice for seniors and families planning their financial futures. Whether you're an executor, a spouse with joint accounts, or just curious, this episode provides clear (and candid) answers and essential insights for Canadians. Timestamps: (0:00) Creditors Calling About a Loved One's Debts (2:30) Joint Credit Cards and Supplementary Credit Cards (5:30) Estates and Executors (8:10) Can You Go Bankrupt After Death? (9:00) Can You File a Consumer Proposal for a Deceased Person? (9:50) Key Responsibilities of an Executor When Managing Debt (11:00) Should You Have a Joint Account with Your Spouse (or Anyone Else)? (14:10) Using Life Insurance to Pay Off Mortgages: What You Need to Know (17:00) Planning for the Future: Family Conversations About Debt (19:00) Advice for Seniors: What Happens to Your Debts After Death? (26:00) The Final Answer: Can You Inherit Debt in Canada?  Follow us:  Hoyes Michalos Instagram Hoyes Michalos Facebook Hoyes Michalos TikTokHoyes Michalos Twitter (X)Hoyes Michalos LinkedIn Resources: What Happens to Debt When You Die in Canada Hoyes Michalos YouTube Hoyes Michalos Blog Doug Hoyes on X Find a Hoyes Michalos Office in Your Area Here Disclaimer: The information provided in the Debt Free in 30 Podcast is for entertainment and informational purposes only and is not intended as personal financial advice. Individual financial situations vary and may require personalized advice from a qualified financial advisor. Always consult with a financial professional. The views expressed in this episode do not necessarily reflect the opinions of Hoyes, Michalos & Associates, or any other affiliated organizations. We do not endorse or guarantee the effectiveness of any specific financial institutions or strategies discussed.

What Do After Loss Professionals Do?, with Rachel Donnelly, AfterLight Rachel Donnelly: One of the things that people have to do when they become an executor is put together the process of how they’re going to attack it. And we come in and help them to really get organized, do an audit and inventory of […]

Marika Ponton, Office Angels and The Profitability Coach, Rachel Donnelly, AfterLight, and Gary Massey, Massey and Company CPA (ProfitSense with Bill McDermott, Episode 59) In this episode of ProfitSense, Bill McDermott, The Profitability Coach, welcomes guests Marika Ponton from The Profitability Coach, Rachel Donnelly, founder of AfterLight, and Gary Massey of Massey and Company CPA. They […] The post Marika Ponton, Office Angels and The Profitability Coach, Rachel Donnelly, AfterLight, and Gary Massey, Massey and Company CPA appeared first on Business RadioX ®.

The USVI Attorney General, Denise George is pushing to have Darren Indyke and Richard Kahn, the executors of Jeffrey Epstein's estate deposed as the battle over his fortune continues to rage. According to the government Epstein's estate has been funneling money to unapproved accounts with the sole intent of enriching the executors. The estate counters that this is absurd and that no money has been moved or used by the executors. A judge will now decide what happens next.(commercial at 10:13)to contact me:bobbycapucci@protonmail.comsource:https://stthomassource.com/content/2022/08/19/epstein-estate-files-second-reply-to-ags-emergency-motion/Become a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

When it comes to estate planning, one of the biggest concerns is taxes. What will be owed? How will these taxes be paid? How much can actually be passed along to your heirs? Join us as we dive into the various taxes trustees and executors need to be aware of when settling an estate.   Contact:   513-463-6789   info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/ 

When it's time to settle an estate and start selling off assets, you might have friends and family looking for good deals. But is it wise to make deals? How should you go about selling these assets? What's the best way to document and transfer everything? Today on Complete Estate Planning, we'll break down these questions and offer some important considerations.   Contact:   513-463-6789   info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/ 

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli and guest Brian Masessa, CPA from Premier Accounting Services, delve into the financial complexities that arise when a loved one passes away. They discuss the essential steps executors must take, the intricacies of probate, and the importance of proper documentation. Brian explains the different types of taxes involved, including income and estate taxes, and offers advice on how to manage and mitigate these liabilities. This episode is a must-listen for anyone looking to understand how to handle financial responsibilities after a death.Tune into this episode to also learn:The critical steps in the probate process and why timely action is crucial.How to manage and minimize estate and inheritance taxes.The role and responsibilities of an executor in estate management.Tips for preparing and organizing financial documents before death.What we discussed[00:01:19] Introduction to the sensitive topic of financial steps after death.[00:02:38] The role of an accountant in managing estates.[00:06:37] The probate process overview and key documentation needed.[00:10:43] Handling ongoing expenses and income after someone passes away.[00:16:09] Differences between estate and inheritance taxes.[00:24:07] Best practices for preparing and organizing financial documents.3 Things To RememberUnderstanding the probate process helps in managing estate complexities efficiently.Proper documentation and early involvement of professionals can save significant tax expenses.Executors must be diligent in their fiduciary responsibilities to ensure fair and legal asset distribution.Useful LinksConnect with Jason Gabrieli: jgabrieli@HFMadvisors.com | LinkedInConnect with Brian Masessa: LinkedInLike what you've heard…Learn more about HFM HERESchedule time to speak with us HERECheck out our Financial Wellness Program – HFM Ignite

POWW Episode 174: in New Jersey again, for more classic punk sounds, street punk, and more. Including tracks from: U.S. Chaos, The Burnt, Mental Decay, Blind Society, 3 Against 1, The Insubordinates, The Survivors, Void Control, Decrepit Youth, The Y-I-Ought'ta's, The Despised NJ, The Parasitix, Executors, The Upfux, Anticitizen, and Doc Rotten.

What is a lay executor? How do they help RNIB honour the wishes of someone who has passed away?  Amelia spoke to Daniel Pepper from the RNIB Legacy Team to learn more. Learn more about leaving a gift in your will on the RNIB website - https://www.rnib.org.uk/get-involved/fundraise/gifts-in-wills/ Image shows RNIB Connect Radio logo. RNIB is written in bold black capital letters and underlined with a bold pink line. Underneath, 'Connect Radio' written in smaller black letters. 

Ever wondered who should manage your estate when you're no longer able to? Join us, Jane Dearwester and Jordan Bentley from McIntyre Elder Law, as we demystify the process of selecting trustworthy agents, executors, and trustees for your estate plan. We tackle the questions we frequently encounter in our consultations and seminars, providing you with essential guidelines to make informed decisions. From the importance of trust and reliability to the necessity of open communication, we cover it all with real-life examples and practical advice.We emphasize the crucial conversations you need to have with your potential agents to ensure they are willing and prepared to take on these responsibilities. Neglecting these discussions can lead to unforeseen complications, such as guardianship proceedings where you lose control over who handles your estate. Tune in for our valuable tips on matching roles to the skills of your family members, and learn how to avoid common pitfalls. Don't miss this chance to secure peace of mind for your future.

In this episode we tackle the often complex role of an executor. We'll walk you through the essential steps of managing an estate efficiently, from gathering important documents to distributing assets to beneficiaries. Join us for expert advice to ensure a smooth and organized process during a difficult time.

In this episode we tackle the often complex role of an executor. We'll walk you through the essential steps of managing an estate efficiently, from gathering important documents to distributing assets to beneficiaries. Join us for expert advice to ensure a smooth and organized process during a difficult time.

Estate administration is a comprehensive process involving the management and settlement of a decedent's estate. This process can be complex, requiring a detailed understanding of legal procedures, fiduciary responsibilities, and tax implications. Below is an expanded discussion on each key component of estate administration, essential for those preparing for the Bar Exam. V. Estate Administration A. Probate Process and Alternatives to Probate Probate is the legal process by which a decedent's estate is administered, involving the validation of the will (if one exists), the appointment of an executor or administrator, and the oversight of the estate's distribution. The main steps in the probate process include: Filing a Petition: Initiating probate begins with filing a petition in the probate court in the jurisdiction where the decedent lived. This petition seeks to validate the will and appoint an executor. Notice to Heirs and Creditors: Following the petition, the court requires notice to be given to heirs, beneficiaries, and known creditors, informing them of the probate proceeding. Inventory and Appraisal: The executor or administrator must inventory the estate's assets and, if necessary, obtain appraisals to determine their value. Payment of Debts and Taxes: Before distribution to beneficiaries, the estate must pay any outstanding debts and taxes. Distribution of Assets: Remaining assets are distributed to the beneficiaries as directed by the will or, in the absence of a will, according to the state's intestacy laws. Alternatives to probate are designed to simplify or bypass the process, including: Joint Ownership: Assets owned jointly with the right of survivorship pass directly to the surviving owner(s). Payable-on-Death and Transfer-on-Death Accounts: Designations allow for assets to be transferred directly to named beneficiaries upon the owner's death. Living Trusts: Assets held in a living trust can be distributed to beneficiaries without going through probate. B. Appointment and Role of Executors and Administrators An executor, nominated in the will, or an administrator, appointed by the court in the absence of a will, plays a pivotal role in estate administration. Their responsibilities include: Collecting Assets: Identifying and securing all assets of the estate. Paying Debts and Taxes: Settling any outstanding debts and filing tax returns on behalf of the estate. Distributing Assets: Allocating the remaining estate assets to the rightful beneficiaries. Accounting: Providing a detailed account of their actions and the estate's finances to the court and beneficiaries. C. Collecting and Managing the Decedent's Assets This phase involves gathering all assets belonging to the decedent, including bank accounts, real estate, stocks, personal property, and life insurance proceeds not designated to a beneficiary. Assets must be safeguarded and managed prudently during the estate administration process, which may involve selling assets to pay debts or to distribute cash bequests. D. Payment of Debts and Taxes The executor or administrator is responsible for settling the decedent's debts, including funeral expenses, medical bills, and any outstanding loans. They must also file the final income tax return for the decedent and any estate tax returns that may be required. Estate assets are used to satisfy these obligations before distributions to beneficiaries. E. Distribution of Estate Assets After paying debts and taxes, the executor or administrator distributes the remaining assets according to the will's terms or, if there is no will, in accordance with state intestacy laws. This step often involves transferring titles, executing deeds, and ensuring beneficiaries receive their rightful shares of the estate. --- Send in a voice message: https://podcasters.spotify.com/pod/show/law-school/message Support this podcast: https://podcasters.spotify.com/pod/show/law-school/support

Hey there, sis! In today's episode of "Come Back Sis," Chrisette is joined by Maleah Hill. Maleah is a virtual assistant, podcaster, OG organizer, and a woman of faith.   Discover the importance of faith and action in pursuing your dreams as Maleah shares her personal experiences. "Faith without works is dead" guided her journey into entrepreneurship.   As a virtual assistant, she emphasizes the need for vision and execution to succeed. They also delved into the topics of the roles of dreamers and executors, exploring flexibility, humility, teamwork, and what leadership is.     What to Expect in this Episode:   ·         What is a VA and what can they do for you? ·         The dreamers, the visionaries, the executors: exploring your gift and finding people you can serve. ·         A season to have faith and a season to execute: Which season are you in? ·         Her Faith In Action: a podcast to empower women. ·         Faith without works is dead: dream and then work to make it happen. ·         The importance of realizing where your lane is and staying there. ·         Change is necessary: Learning to be flexible and pivoting with change. ·         Maleah shares her journey of faith.     Shout out to our partner for this episode! Secure The Bag Community: https://stbcommunity.com/sales-page-587362471679626805737     About Maleah Hill:   Maleah J. Hill is a virtual assistant, podcaster, and OG organizer with a passion to help Christian women turn their faith into actionable steps that produce results.  Through her extensive experience as a creative and administrative project manager, digital marketer, and event planner, she has realized that action and strategy is vital, but it has its limits when done in isolation. Conversely, faith and belief are crucial, but without obedient, God-guided action, they can lead to minimal results.   Get to know Maleah Hill:   Website: https://www.maleahjhill.com/ Podcast: Her Faith In Action Facebook: http://facebook.com/maleahjhill Instagram: https://www.instagram.com/maleahjhill/ Tiktok: https://www.tiktok.com/@maleahjhill LinkedIn: https://www.linkedin.com/in/maleahjhill/       About Chrisette Michele:   Chrisette Michele is a Grammy Award Winning Recording Artist, Newly Crowned Ted x Talk Speaker who has just launched her brand-new podcast “Come Back Sis”. She's weathered the journey of a 15-year career topping the Billboard Pop and R&B charts, collaborating with artists from Jay Z to John Legend and touring the world. She's experienced cancel culture firsthand, love, marriage and divorce and the stigmas that come with adult ADHD and Bi-Polar Type 2, all in the public eye. Her podcast “Come Back Sis” is where Chrisette Michele invites guests and friends to offer encouragement, hope and personal methods to inner peace, no matter the storm.   Get to know Chrisette:   Podcast: www.ComeBackSis.com Instagram: https://www.instagram.com/comebacksiswithcm/                  @chrisettemichele         Booking: hello@ChrisetteMichelesWorld.com  

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestateIn this week's coaching call, Bill Gross and Probate Mastery students/alumni discuss dealing with ineffective executors in probate issues, conversations with executors and heirs, and more!If you are exploring the idea of building a probate niche in your real estate business, take this FREE Probate Foundations course. In this 2 hour digital course, you'll learn the basics of what probate is, realistic conversion expectations, solutions to probate challenges, proven marketing approaches (which includes an opening script!), and actionable steps to start your business in probate. Sign up here: https://courses.probatemastery.com/offers/FcvuDdG6Questions about Probate Real Estate trainings, digital courses, and educational opportunities? Schedule a time to talk with Course Advisor, Luis here:https://calendar.app.google/q4iiFdi8pSZgEvSD6

In the midst of Kate Middleton's recent Photoshop debacle, sources close to Meghan Markle and Prince Harry have weighed in, asserting that such a misstep would never occur under their watch. New details surrounding Matthew Perry's estate have emerged, shedding light on the late actor's final wishes five months after his passing. Jimmy Kimmel unveiled the behind-the-scenes chaos surrounding John Cena's risqué skit at the Oscars, disclosing that ABC executives were "terrified" over the unconventional idea. Donny Meacham joins Rob! Don't forget to vote in today's poll on Twitter at @naughtynicerob or in our Facebook group.See omnystudio.com/listener for privacy information.

Al Pacino addresses 'offensive and hurtful' Oscars 2024 Best Picture blunder (NY Post) (21:19)Taylor Swift and Travis Kelce rushed back from Singapore to attend Madonna's ultra-exclusive Oscars afterparty (Page Six) (30:21)Matthew Perry's Will Names the Executors of His Estate and a $1 Million Trust with a Legendary Hollywood Link (PEOPLE) (38:26)Dwayne Johnson Debuts Men's Grooming Line Papatui (PEOPLE) (47:59)What the world wants to do for a living (Daily Mail) (52:44)The Toast with Jackie (@JackieOshry) and Claudia Oshry (@girlwithnojob) The Camper and The Counselor by Jackie OshryMerchThe Toast PatreonGirl With No Job by Claudia OshrySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestateIn this week's coaching call, Bill Gross and Probate Mastery students/alumni discuss Dealing with Property without an Executor, Challenges with Buyers in Probate Sales, and more!If you are exploring the idea of building a probate niche in your real estate business, take this FREE Probate Foundations course. In this 2 hour digital course, you'll learn the basics of what probate is, realistic conversion expectations, solutions to probate challenges, proven marketing approaches (which includes an opening script!), and actionable steps to start your business in probate. Sign up here: https://courses.probatemastery.com/offers/FcvuDdG6Questions about Probate Real Estate trainings, digital courses, and educational opportunities? Schedule a time to talk with Course Advisor, Luis here:https://calendar.app.google/q4iiFdi8pSZgEvSD6

The USVI Attorney General, Denise George is pushing to have Darren Indyke and Richard Kahn, the executors of Jeffrey Epstein's estate deposed as the battle over his fortune continues to rage. According to the government Epstein's estate has been funneling money to unapproved accounts with the sole intent of enriching the executors. The estate counters that this is absurd and that no money has been moved or used by the executors.A judge will now decide what happens next.(commercial at 10:13)to contact me:bobbycapucci@protonmail.comsource:https://stthomassource.com/content/2022/08/19/epstein-estate-files-second-reply-to-ags-emergency-motion/

In the digital age, leadership demands a unique blend of visionary thinking and hands-on execution. Organizations face the complex task of integrating disruptive technologies while ensuring their core vision remains intact. In this delicate balance, how can leaders envision the future while ensuring the practicalities of current digital transformations are well-managed and integrated? Guest: Anthony Mutti, Chief Information Officer, Springfield College Guest Bio: https://www.ciotalknetwork.com/contributor/anthony-mutti More on Leadership: https://www.ciotalknetwork.com/topics/leadership/ More on CXO: https://www.ciotalknetwork.com/topics/cxo/ Visit CIO Talk Network Website: https://www.ciotalknetwork.com/ Nominate Guests or Sponsor: https://www.ciotalknetwork.com/contact/

How to open a probate when both executors die. At CMS Law Firm we do estate planning, we do it well, and we'd love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that's easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrategysession. Talk to you soon!

Welcome back to another episode of MOJO: The Meaning of Life and Business. Today we have a fascinating guest joining us, Michael Zwick, an inheritance investigator. We're diving deep into the world of unclaimed assets, as Michael shares his expertise and insights on a topic that affects millions of people worldwide. Ever wondered what happens to your money if you give up on finding a solution? Or how credible it is to be informed that you've found your long-lost inheritance? In this episode, we unravel the mysteries surrounding unclaimed assets, and how individuals like Michael help reunite people with what is rightfully theirs. From forgotten bank accounts to hidden securities, we explore the complex process of locating and claiming these unclaimed funds. Stay tuned as we uncover the hidden treasures and take a closer look at the world of an inheritance investigator. You won't want to miss this intriguing episode of MOJO. About my guest: Michael Zwick started his professional life as an attorney before becoming a licensed private investigator. He is not, however, your typical PI. Instead of trailing cheating husbands at 2:00 am. Michael looks for missing heirs and inheritance assets. In his spare time, Michael enjoys spending time with his wife and three kids. Connect with Michael on Facebook, LinkedIn, and on the web at https://assets-international.com/ Keywords: unclaimed funds, solving problems, missing assets, asset locator, private investigator, unclaimed property, estate planning, estate attorney, heirs, probate, documentation, unclaimed money, forgotten money, dormant funds, unclaimed checks, unclaimed securities, unclaimed savings bonds, unclaimed bank accounts, unclaimed insurance policies, unclaimed stocks, unclaimed inheritances, estate executor, lost information, asset recovery, personal records, hoarders, tax returns, state office, Warren Buffett, Tom Osborne, automated systems Key topics: I. Introduction A. Importance of finding and understanding our assets B. Guest introduction: Michael Zwick II. The Challenges of Executors A. Executors' responsibilities and struggles B. Difficulty in locating assets C. Unclaimed funds that states can keep III. The Scope of Unclaimed Assets A. Estimated $75 billion in unclaimed assets among 50 states B. Government treasuries holding billions of dollars C. Lack of active efforts to reunite people with their assets IV. Finding and Claiming Unclaimed Property A. Searching state websites for unclaimed property B. Importance of searching each state where one has lived C. Michael's business in finding and recovering unclaimed property V. Michael's Approach and Limitations A. Prioritizing finding the money versus locating the owners B. Working on a contingency basis C. Being selective in cases to focus on profitable recoveries VI. The Future and Impact of Michael's Work A. Growing business and partnerships B. Desire to work with more estate attorneys VII. Personal Motivations and Satisfaction A. Jennifer's daily motivation and pleasure in running an enterprise B. The fulfillment of being the "good guys" with big checks C. Hearing stories of how the recovered funds have been used VIII. The Importance of Asset Awareness and Estate Planning A. Paying attention to assets during estate planning B. Creating a comprehensive written plan with important information C. Having someone who can access your information in an emergency IX. The Role of Michael Zweck in Recovering Lost Assets A. Recovering lost information and assets for individuals B. The importance of having someone to access your information C. Hiring a professional depending on the case X. Examples of Successful Asset Recovery A. Case example of $1,000,000 inheritance recovered for a cousin B. The process and documentation needed to confirm identity C. Appreciation for hoarders and their potential for having necessary records

Probate property. Non-probate property. Wills. Living trusts. Executors. Estate planning… So. Much. Jargon.  This Tools for Giving episode is the one you didn't know you need. Dave & David dispense with all the ridiculous terms, equip you with what you need to know, and finish with an easy-to-understand guide to supporting your favorite charities through your will or trust. They even tell you how you can get your will done for free—no strings attached. Pull up a chair and join us in the Giving Room so you can take care of the people you love and highlight for them the causes you care about too.Podcast Website: givingroompodcast.comSpecial thanks to our sponsor and producer River Radio Ministries. You can learn more or listen at https://riverradio.com/ Show Notes: Sample Statement of Faith paragraph for your will or trustSample Will or Trust Gift LanguageYou can find a Christian attorney here: https://www.christianlegalsociety.org/You can get your will in about 15 minutes at freewill.com -- no strings attached and absolutely free.Some days, you might play The River for some nice background music. Some days, you'll play it so your kids don't hear anything inappropriate. But some days, you listen because life has knocked you down, and you need help getting back up. We're here for all of them. Our goal is to introduce as many people as possible to Jesus through music and service. You can listen and get connected at https://riverradio.com/

How much does a professional executor cost? Most people are surprised to learn that executor fees are the same whether you choose an experienced professional or your unemployed nephew who has lots of spare time. When people realize that they are paying the same cost, they will probably choose a professional executor. In fact, your estate will probably even save on expenses with a professional vs.an amateur. Executor fees set by state law Executor fees are almost always set by state law, whether it is a percentage of the estate or a reasonable fee. The percentage often works out to 2-3% of the estate's value, which is less than half of a broker's commission in most states. Some states use the “reasonable fee” standard, and the court accepts a customary percentage as “reasonable.” Sometimes the reasonable fee is an hourly rate that the court deems acceptable. If you have an amateur executor, the hourly rate can get pretty expensive. If the executor doesn't know much about probate, it will take him longer to accomplish tasks than a professional executor. Sometimes amateur family/friend executors attract more drama. The heirs are more likely to contest the fees, and the executor may not get paid at all. Professional executor save time and expenses As with anything else, a person who has done something hundreds of times is probably better at it than someone who has never tried. A professional executor is experienced, efficient, and has the right contacts. A professional executor knows the person to speak with at the bank rather than talking to 17 different banks. He knows which court clerk is the surly one and which one will push your paperwork through. He also knows which vendors have the best value for the cost (cleaning crews, painters, contractors, accountants, etc.). A professional executor also knows which services are not necessary. For example, staging an apartment for sale is expensive, but usually not necessary. We've seen staging bills as high as $20,000! As an heir, I'd be upset that my inheritance went to pay for something like that. Some contractors pitch pretty extensive renovations, like a marble countertop. Because it's not their money or their house, some executors go into HGTV-mode.  There is no need to knock out the walls; we just need to clean the home and make it look like it hasn't been lived in for 40 years. There are circumstances where it's beneficial to stage and renovate a home, but not for estates. The longer a probate property sits around, the more it will cost the estate. How much do banks charge to be executors? Banks are the exception; they will sometimes ask for special language in the will or trust opting out of state law and getting higher fees with higher minimums. A large entity, like a bank, doesn't want to be bothered with small estates and small fees. On top of that, most banks won't agree to be your executor unless you have a decent amount of liquid money invested in their bank. We made a recent call to a bank who refused to act as executor for a $2.5 million estate. Even if you have enough money to qualify, you still need to wait for their risk analysts and committees to accept. It is a long process…IF they even accept. you. As you can see, it's more cost-efficient to hire a professional executor than to choose your unemployed nephew. So if you don't want to burden a relative or friend with the task, please check out my book, “How to Hire a Professional Executor,” available on Amazon. Request your free consultation    

Hey there! Welcome to this episode of Wine and Dime, where I am going to introduce you to a new series on estate planning. Trust me, it's going to be a blast!So, let's dive right in! Estate planning is an important process that involves making some major decisions. And, if you're wondering why you need an estate plan, let me tell you, there are three basic reasons - privacy, protection of loved ones, and peace of mind.Now, let's talk about the five components of estate planning. First up, we have a will, which is a legal document that outlines your wishes for your assets after you pass away. Then, we have a healthcare proxy, which is a document that designates someone to make medical decisions for you if you're unable to do so. Next, we have a HIPAA release, which allows your designated person to access your medical records. After that, we have a power of attorney, which gives someone the authority to make financial decisions on your behalf. And last but not least, we have naming guardians for any minor children.It's important to do an annual review of your estate planning documents and pick primary and contingent guardians. Trust me, it's better to be safe than sorry. So, let's get started on this exciting journey of estate planning together!Remember, just like a good bottle of wine, the Wine and Dime Podcast gets better with time. So don't forget to rate and subscribe to our show, where we blend the flavors of wine and personal finance to help you achieve financial freedom! If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.comOr visit us at www.rootedpg.com/podcasts for full show notes and links!Shout Out to the Winery of the WeekLiving RootsAmy gives a shout out to our sponsor, Living Roots. This unique winery boasts wines from Australia and Rochester, New York. If you're a wine enthusiast, you might want to check them out!Estate Planning ExplainedAmy defines estate planning as legal planning that helps you control who inherits your assets and who can make medical and financial decisions on your behalf. She emphasizes that her goal is to educate, not provide specific legal advice.Why is Estate Planning Necessary?Amy discusses three reasons why estate planning is crucial:Control: Having an estate plan lets you decide who inherits your assets and makes important decisions for you.Peace of Mind: By determining the distribution of your assets in advance, you reduce potential conflicts after your death.Privacy: Proper planning ensures that your wishes are respected and your loved ones' privacy is protected.Key Components of an Estate PlanBeneficiary Designations: Deciding who will inherit your assets.Method of Distribution: Establishing how and when your beneficiaries will receive their inheritance.Trustees, Executors, and Powers of Attorney: Choosing the people who will make financial decisions for you if you're unable to do so.Health Care Proxies: Appointing someone to make healthcare decisions on your behalf.Guardians: If you have minor children, deciding who will care for them in your absence.Wills vs TrustsAmy explains the differences between a will and a trust. While both documents allow you to control who gets your assets, trusts offer more control and privacy.Remember to review your estate plan regularly and ensure that your designated executors, proxies, and guardians are aware of their responsibilities.Stay tuned for our upcoming episodes, where we'll delve deeper into different types of trusts, beneficiary designations,...

As we've spoken about before, Anthony can be your professional executor, even if you don't live in New York. We have been seeing many inquires from out of state lately, and these are the top 5 looking for Anthony to be their professional executor. We are located in New York, so we are not including New York inquiries on this list. While this isn't a scientific study, this is what we are seeing based on our daily calls. Georgia First on the list, much to our surprise, is Georgia. Maybe because it is retirement friendly, which we have learned that it is. There is low sales tax, no inheritance tax, low income tax, real estate is “more bang for your buck” compared to other states, and it's warm and super friendly. Although it is retirement friendly, we aren't seeing that there is a large network of professional executors there. It works out for Anthony, since he spends most summers in Atlanta and is very familiar with Georgia. New Jersey This is less of a surprise, as it's right across the river. We've found that a lot of New Jersey folks seek out New York professionals, thinking they will get a “city caliber” professional. It doesn't matter where your executor lives, the fee is set by New Jersey state law. So, whether it's a professional executor or a non-professional such as your nephew, they will get paid exactly the same. So, you may as well get the most for your money. And for Anthony, he's in New Jersey often, so this is fairly easy for him. Texas Third on our list is Texas, and we don't really have an explanation for this one. Perhaps, like Georgia, maybe it's a good place for retirement. Again, while searching online, we are not many professional executors. But why Anthony? The only thing Anthony can think of is that in real life, he tends to get along well with Texans. Maybe the viewers and listeners sense that and want to work with him? After all, a professional executor is someone you will work together with, at least annually, so you should definitely have a good rapport. This state also works for Anthony, because he does travel to Texas often. California Fourth, and possibly the most surprising is California. It's far from New York and on paper, it doesn't seem like a good fit. California even as a fairly robust local professional fiduciary industry. They even have a certification and a trade association for professional executors. But for whatever reason (maybe the requirement of upfront fees by CA executors), clients want Anthony all the way in New York. Believe us, he is happy to serve in California – he loves it there! Florida Last, but not least is Florida, and this makes the most sense. It's a huge retirement state. However, for legal reasons, serving as a professional executor is problematic. Anthony can't actually not serve as a professional executor in Florida, because he doesn't live there. Only blood relatives may be out of state executors. But there are ways to deal with this. Anthony can be a nonresident Trustee for a Revocable Living Trust. Trusts are becoming very common in Florida to avoid probate. Clients who want to work with Anthony find this trustee workaround a great option. And again, he has no problem traveling to sunny, warm Florida, which he does often. If you want to find out what is required of an executor, I suggest reading Anthony's book, “How to Hire an Executor.” Request your free consultation  

Could you imagine doing a ton of work and not getting paid? It's frustrating, but it happens. One of the drawbacks of nonprofessional executors is they are more likely to lose their executor fee, despite doing months, even years, of work for the estate. In this podcast, we are going to discuss a few real-world instances where this happened. We want to help you see that this can happen and that you don't want to take on the executor role expecting a nice piece of change for your hard work. It sounds like a decent payday, but as we've discussed before, the ratio of hours worked to amount paid is not equal, and you may not even get a penny. Family changed their minds, denied his executor fee In this case, “Joey's” aunt passed away and the aunt was survived by siblings. Joey was not even an heir and didn't even live in New York, but he was younger and financially savvy. He was in a position to defer his job offer to focus on being an executor. Of course, his family “graciously” agreed to have him serve as executor. So, Joey moved from California to New York and deferred a legitimate job offer. He put in three years of hard work administering the complex estate. In the end, his uncles objected to Joey getting paid. Literally at the very end, right as disbursement checks were being written out. Yes, he did have the right to fight for this executor commission, but it would put the family at odds with each other. So, for the sake of preserving family harmony, Joey didn't fight. He walked away. For those that think this would never happen to them or to their families, we hate to be the bearer of bad news, but it happens often, unfortunately. Family drama can happen when you're dealing with emotions and money. Contested will, contested executor commission In this second situation, “Linda” was named as executor in her aunt's will. Some family members contested the will, and after a lengthy and expensive litigation, the family settled on a revised breakdown of their inheritance. Side note – this was a good case where the decedent should have made a better plan to omit them. During all this time, Linda, as the executor, was doing all the grunt work for over a year to vacate, repair, and sell her aunt's dilapidated house. She also had to deal with the very stressful process of evicting bad tenants. She did a great job. Again, at the very end, right as checks were about to be sent out in accordance with the negotiated settlement agreement, the contesting family objected to Linda getting an executor commission. So, the family litigated that too, and Linda unhappily eventually settled on a reduced commission because the legal fees would've kept adding up to keep fighting. We watched her work so hard to eventually get less than deserved. Could you imagine working your normal full-time job to then get notice of a large reduction at the end of the year? Court denied her executor compensation “Kristy's” good friend named her executor because Kristy happened to be a lawyer (though not a probate lawyer). Her friend made a DIY will. Only when her friend passed and Kristy began probate did she learn that since she's a lawyer (even though she wasn't a probate lawyer and wasn't acting as a lawyer for her good friend), the will needed certain additional paperwork and affidavits. In the absence of this paperwork and affidavits, the Court cut Kristy's executor compensation in half! Kristy spent multiple stressful years dealing with her friend's estranged yet demanding heirs, banking issues, and other complications. In Kristy's own words, she said that being an executor was “not worth it,” and she was a little embittered to her friend for putting her in such stressful role. These are a few reasons that we talk about professional executors. If using a professional executor, family dynamics wouldn't be a factor and there would be less of a debate by the family regarding the executor receiving their fee. Executor To learn more about hiring a professional executor, so this doesn't happen to a friend or family member, check out my book, “How to Hire an Executor,” available on Amazon! Request your free consultation  

In this look back episode we see Darren Indyke and Richard Kahn and the Epstein estate attempt to keep documentation from the compensation fund under seal and out of the public eye. It should not come as a shock however, considering the people who were chosen to be executors of the estate.(commercial at 9:03)To contact me:Bobbycapucci@protonmail.comSource:https://www.heraldmailmedia.com/news/nation/executors-of-jeffrey-epstein-estate-ask-virgin-islands-judge-to-seal-more-records/article_4c025ed8-6be9-52f1-a90b-9a47b974d2d3.html

What information are heirs entitled to, and how often can they request it? There is a delicate balance for executors to keep heirs in the loop without draining their time or estate resources in constantly responding to inquiries. Executor vs. beneficiary rights Why is it important to balance executor and beneficiary rights? If heirs demand too much, an overwhelmed executor may make errors with actual estate decisions, or grow weary. On a more emotional level, the executor may begin to resent the decedent for putting them through this. On the flip side, if the executor ignores or stonewalls the heirs, the heirs may resent the decedent for his choice of executor. Disgruntled heirs may pointlessly sue the executor at the end during the accounting process. The best way to strike a balance is to address their respective legal rights. The Accounting The main legal requirement of the executor is the accounting. Note that the accounting comes at the END of the estate. The accounting records every dollar in and out during the executor's tenure. The executor presents the accounting to heirs, the court, and possibly creditors. Unlike some other states, New York generally has a “give them enough rope” approach, where the executor has tons of autonomy and authority. But with great power comes great responsibility: the executor is personally liable for any “mistakes” at the end. There is no statutory legal requirement for providing the heirs with constant updates, just the accounting at the end. But, real world expectations outside of the statutory limitations means giving periodic updates to the heirs. Periodic updates It is best practice for executors to update heirs during the big milestones, such as selling the real estate or successfully filing the tax return. Sometimes those milestones are far apart, so at the very least, the executor should update the heirs every 6 months or even quarterly. It is important for executors to set expectations in the beginning of how often the heirs will hear from them. If the executor doesn't update the heirs, a judge may not be happy. When heirs get frustrated, they can file a motion to compel accounting with the court. The judge won't normally grant such a request 6 months into the estate. But, if the judge finds out that the heirs haven't been updated in those 6 months, maybe he will be annoyed and approve the request. Executors should also update the heirs because they may want to buy-in from the heirs regarding major decisions along the way. It would be bad if the heirs found out months later that mom's house was sold for a certain amount. Keeping the heirs informed eliminates unpleasant surprises and lessens the chance that they will sue the executor for decisions they disagree with. The executor doesn't have to ask the heirs for permission to do anything, but keeping them in the loop gives the heirs a say in decision-making. If you want to find out what is required of an executor, I suggest reading my book, “How to Hire an Executor.” A non-professional executor may get overwhelmed by all of the questions and requests from heirs and may not know where to draw the line. Something to consider is hiring a professional executor to deal with your heirs instead of placing the burden on a family member or friend. Request your free consultation  

During the holiday season a lot of people slow down, but not Zach's guest, Garrett Atkins. Today's episode is being recorded in Garrett's studio, Half Coast Studios in St Louis, MO. There, he records his own podcast, The Official St. Louis Podcast. Garrett was once named the Most Admired Business Leader in St. Louis, but he wasn't always business savvy. He says his entrepreneurial journey started in high school at the age of 16. His first job was knocking on doors and pitching windows and siding. He was bringing in $30,000/year at 16 and was quickly promoted to supervisor. Having learned a lot about sales, his next lesson would be in recruiting more salespeople. Not very academically disciplined, Garrett would try his hand at college and drop out soon after.    From there, Garrett job-hopped quite a bit. He sold cars, did inside sales at a startup, worked for credit repair companies, and at mortgage companies. Garrett went through 7 or 8 jobs in just 3 years, but he credits that for where he is today. Working an array of jobs, Garrett gained a lot of knowledge. It was while working at the startup company that Garrett saw how easy it was to start a business. By age 20, Garrett started a full service digital marketing agency. His success with that company was the catalyst for starting other companies. Three years later, Garrett was able to start his recording studio. As most of his friends were just coming out of college, not having had a real job yet, Garrett was already a successful business leader.    Beyond business lessons, Garrett learned a lot of life lessons along the way too. He learned that nothing is guaranteed and that family is everything. Watching his parent's business go under in 2008 through no fault of their own, leading to the loss of their home, was a pivotal point in Garrett's life. What could have scared him away from entrepreneurship, instead gave him the drive to take control of his own destiny. It's also the reason he wanted to have his hands in more than one business, because if one went under, he still had backup plans.    What You'll Learn: What it means to ‘fail forward'. How the appraisal business changed in 2008.  Why a backup plan is always a good idea.  And much more!   Favorite Quote:  “Unorthodox business strategies are how you differentiate yourself from other people.” -Garrett Atkins   How to Get Connected: Personal Website Vie Media Half Coast Studios   ______________________________________________________________________   How to Get Involved: Get podcasting help here.   For more on how to grow your business, check out this episode.    If you enjoyed this episode, head over and visit us on Apple Podcasts - leave a review and let us know what you thought! Your feedback keeps us going. Thanks for helping us spread the word!

Which offer for probate real estate is better: an experienced investor cash buyer, or an individual financed offer that's supposedly $80,000 more? In a recent case, turns out the individual offer was actually more like $30,000 (~3.5%) higher, plus tons of headaches and delays. Nitpicked during buyer's inspection Individual buyers heavily nitpick during inspections. Unlike an investor, the individual buyer is the one who will live in the house. He has a vision of how everything should be for his new home. This inspection showed some problems, some legitimate and some were very cosmetic. Note that this sale was an as-is contract. It's an estate sale; take it or leave it! At the end of the day, the buyer demanded about $20,000 worth of repairs and buyer credits. For some items, he wanted a credit so he could pay to fix it himself. The repairs that he demanded from us added months of delay to the process. Months equals money out of the estate. Not to mention all the problems that can arise from leaving a home vacant for months. If the roof leaks or a pipe bursts during that time, it is still our problem since the house hasn't officially been transferred. Cash buyers will inherit problems Cash buyers only care about big problems, except ones that affect title (such as boundary line issues or environmental problems). But cash buyers are willing to deal with cosmetic problems. Why? Because they usually tear down and rebuild, meaning they will end up fixing those problems anyway. What about large cosmetic problems? Cash buyers have experience and teams that can easily fix cosmetic items. Since they deal with this often, cash buyers are very efficient, and their repair estimates are much lower than an individual buyer who may have to negotiate with a contractor. Cash buyers close quickly It's a big deal how long the probate property sits. The longer it sits, the more risk the estate bears. Even if someone trips and falls on our sidewalk while we're waiting for a buyer, that's our problem. In probate real estate, we don't have weeks of open houses, marketing, etc. In fact, we may not even use a broker, which will save another 6% in broker's commission (in this case, about $35,000!). As discussed above, there is no negotiation for repairs with a cash buyer. Similarly, there is less likelihood that we will need to spend months making repairs. The cash buyer just wants to get the deal done, fix the real estate, flip it, and move on to their next investment. Compare this with choosing an individual buyer. The legal bill will be higher, because you will spend months working on a deal that could have been completed in a couple of weeks with a cash buyer. Instead of spending $1,000 or $2,000 for closing, it could be $5,000 or even $7,000. In conclusion: the cash buyer is still net less than the individual offer (in our case, about $30,000, or 3.5% of our deal). This estate had 4 heirs, so that comes to $7,500 each. Was it worth it the months of delays and stress to all involved in the estate? Executors in these situations have to weigh the facts and decide for themselves. Probate Real estate can be messy. To learn more about selling probate real estate, check out my book, “How Probate Works,” available on Amazon. Request your free consultation

In this look back episode...Denise George has added the executors of the Epstein estate, Darren Indyke and Richard Kahn to the suit, going so far as to name them as captains of the sex trafficking ring. That leads to the question, how are they even involved as Executors in the first place?(Commercial at 12:08)To contact me:bobbycapucci@protonmail.comsource:https://www.bloomberg.com/news/articles/2021-02-10/epstein-executors-added-to-virgin-islands-civil-racketeer-suit

In this look back episode...Denise George has added the executors of the Epstein estate, Darren Indyke and Richard Kahn to the suit, going so far as to name them as captains of the sex trafficking ring. That leads to the question, how are they even involved as Executors in the first place?(Commercial at 12:08)To contact me:bobbycapucci@protonmail.comsource:https://www.bloomberg.com/news/articles/2021-02-10/epstein-executors-added-to-virgin-islands-civil-racketeer-suit

Executors of Jeffrey Epstein's estate are accused of moving $13 million. In a legal filing, the attorney general for the U.S. Virgin Islands said the two men sheltered the money from the liquidation of an investment fund in which the deceased financier had a stake. The two executors of Jeffrey Epstein's estate — both longtime advisers to the deceased financier — could receive millions of dollars in payouts long after his death, the authorities in the U.S. Virgin Islands said in a legal filing on Friday. The payouts to the executors, Darren Indyke and Richard Kahn, are tied to the Butterfly Trust, an investment vehicle Mr. Epstein had established in 2013, according to the filing by lawyers for Denise George, attorney general for the U.S. Virgin Islands. The court filing by Virgin Island authorities raised questions about the transfer of millions of dollars from a trust originally set up by Mr. Epstein to several trusts that stood to benefit the executors. The transfer of money took place nearly a year after Mr. Epstein killed himself in his prison cell in Manhattan and after Ms. George's office had sued Mr. Epstein's estate. The Butterfly Trust initially received a wire transfer of $13 million in April 2020 after the liquidation of another investment fund in which Mr. Epstein had a stake, according to the filing. Some of that money was transferred again several months later to three newly created entities — two of which listed Mr. Indyke, Mr. Kahn and their spouses as the beneficiaries, the filing said. Ms. George and her lawyers asked a Virgin Islands judge to order the estate to submit to discovery requests to make sure other estate assets have not been transferred to “enrich” the executors. Dig deeper into the moment. Special offer: Subscribe for $1 a week. “The government discovered that substantial funds kept secret from the government were transferred for the benefit of the coexecutors in an apparent effort to enrich themselves and shelter these assets from recovery,” the filing said. The filing said the executors also had not disclosed several million dollars in loans they received from Mr. Epstein.

Executors of Jeffrey Epstein's estate are accused of moving $13 million. In a legal filing, the attorney general for the U.S. Virgin Islands said the two men sheltered the money from the liquidation of an investment fund in which the deceased financier had a stake. The two executors of Jeffrey Epstein's estate — both longtime advisers to the deceased financier — could receive millions of dollars in payouts long after his death, the authorities in the U.S. Virgin Islands said in a legal filing on Friday. The payouts to the executors, Darren Indyke and Richard Kahn, are tied to the Butterfly Trust, an investment vehicle Mr. Epstein had established in 2013, according to the filing by lawyers for Denise George, attorney general for the U.S. Virgin Islands. The court filing by Virgin Island authorities raised questions about the transfer of millions of dollars from a trust originally set up by Mr. Epstein to several trusts that stood to benefit the executors. The transfer of money took place nearly a year after Mr. Epstein killed himself in his prison cell in Manhattan and after Ms. George's office had sued Mr. Epstein's estate. The Butterfly Trust initially received a wire transfer of $13 million in April 2020 after the liquidation of another investment fund in which Mr. Epstein had a stake, according to the filing. Some of that money was transferred again several months later to three newly created entities — two of which listed Mr. Indyke, Mr. Kahn and their spouses as the beneficiaries, the filing said. Ms. George and her lawyers asked a Virgin Islands judge to order the estate to submit to discovery requests to make sure other estate assets have not been transferred to “enrich” the executors. Dig deeper into the moment. Special offer: Subscribe for $1 a week. “The government discovered that substantial funds kept secret from the government were transferred for the benefit of the coexecutors in an apparent effort to enrich themselves and shelter these assets from recovery,” the filing said. The filing said the executors also had not disclosed several million dollars in loans they received from Mr. Epstein.

In this look back episode...The executors of Epstein's estate are accused of facilitating and aiding and abetting the Jeffrey Epstein Criminal enterprise and helping run a program to get abused girls' citizenship via scam marriages.(commercial at 12:47)To contact me:Bobbycapucci@protonmail.comSource:https://nypost.com/2021/02/10/epstein-financiers-forced-his-victims-into-arranged-marriages-suit/