Podcasts about probate process

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Best podcasts about probate process

Latest podcast episodes about probate process

Agent Survival Guide Podcast
When to Recommend Life Insurance Based on Its Tax Advantages

Agent Survival Guide Podcast

Play Episode Listen Later Mar 29, 2025 9:25


  Do your clients know how versatile life insurance can be? Educate them about tax advantages and other ways life policies can help save money in the long run!   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.    Resources: Diversify Your Insurance Portfolio & Reap Rewards: https://lnk.to/asg651 Secure a Bigger, Better Business with Ancillary Products: https://ritterim.com/blog/secure-a-bigger-better-business-with-ancillary-products/ Signs It's Time to Expand your Insurance Portfolio & Make the Move: https://ritterim.com/blog/signs-its-time-to-expand-your-insurance-portfolio-and-make-the-move/  The Advisor Approach: Cross-Selling by Fact-Finding: https://lnk.to/PFzk9L The Top 5 Products to Sell During Medicare's Lock-In Period: https://ritterim.com/blog/the-top-5-products-to-sell-during-medicares-lock-in-period/#med-supp-underwriting-guide   References: Lambert, George D. “A Look at Single-Premium Life Insurance.” Investopedia, Investopedia, https://www.investopedia.com/articles/pf/05/singlepremlife.asp. Accessed 17 Mar. 2025. “Estate Tax.” IRS, Internal Revenue Service, https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax. Accessed 17 Mar. 2025. Reynolds, Paul. “Estate Taxes: Who Pays? And How Much?” Investopedia, Investopedia, https://www.investopedia.com/articles/personal-finance/120715/estate-taxes-who-pays-what-and-how-much.asp. Accessed 17 Mar. 2025. Wells, Sara A. “IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2025.” Morgan Lewis, 24 Oct. 2024, https://www.morganlewis.com/pubs/2024/10/irs-announces-increased-gift-and-estate-tax-exemption-amounts-for-2025. Brooks, Ashlyn. “Is Life Insurance Taxable?” Bankrate, 11 Feb. 2025, https://www.bankrate.com/insurance/life-insurance/life-insurance-taxes/. “Life Insurance & Disability Insurance Proceeds.” Internal Revenue Service, IRS, https://www.irs.gov/faqs/interest-dividends-other-types-of-income/life-insurance-disability-insurance-proceeds. Accessed 17 Mar. 2025. Gudema, Jonathan. “Understanding Probate: A Comprehensive Guide to the Probate Process.” Planned Giving Marketing Trusted Authority | Official Site, 12 Mar. 2025, https://www.plannedgiving.com/understanding-probate-a-comprehensive-guide-to-the-probate-process/. Randolph, Mary. “What Assets Must Go through Probate?” Www.Alllaw.Com, All Law, 6 June 2023, https://www.alllaw.com/articles/nolo/wills-trusts/what-assets-go-through-probate.html.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance       Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel    Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/  Not affiliated with or endorsed by Medicare or any government agency. 

Law School
Trusts and Estates Law Lecture 3 (of 3) (Part 2): Probate and Estate Administration: Probate Process / Tax and Planning Considerations

Law School

Play Episode Listen Later Mar 29, 2025 23:42


Probate is a court-supervised process used to authenticate a decedent's will, appoint a personal representative, gather assets, pay debts, and distribute remaining assets to heirs or beneficiaries. The process varies in duration, cost, and complexity.Key steps include initiating the case, court review and appointment of a representative, gathering assets, providing notice, handling debts, administering and distributing the estate, and tax planning. Some jurisdictions offer simplified or informal probate for smaller or uncontested estates.Tax and planning considerations include estate taxes, lifetime gifting, irrevocable life insurance trusts, grantor-retained annuity trusts, charitable giving, and integration of tax strategies with probate.Understanding both probate procedures and estate planning strategies is crucial for effectively managing the complexities of post-death property transfers. Proper planning can minimize administrative burdens, reduce tax liabilities, and ensure the decedent's intentions are fulfilled.

Law School
Trusts and Estates Law Lecture 3 (of 3): Probate and Estate Administration: Probate Process / Tax and Planning Considerations

Law School

Play Episode Listen Later Mar 28, 2025 20:05


Probate is a court-supervised process that authenticates a decedent's will, appoints a personal representative, and oversees the gathering of assets, payment of debts, and distribution of remaining assets to heirs or beneficiaries. The probate process can vary in duration, cost, and complexity depending on the size of the estate, the clarity or validity of the will, and potential disputes.The probate case is initiated by filing a petition with the probate court, which includes the will (if any) and the death certificate. The court then confirms the documents and appoints an executor or administrator. If the will is contested, the process may become litigious and require an evidentiary hearing.The personal representative is responsible for notifying beneficiaries, heirs, and creditors, and gathering and inventorying the decedent's assets. The representative must also pay off valid debts in a specific order of priority.The distribution of property is guided by the will or, in the absence of a will, by intestacy statutes. Some jurisdictions offer simplified or informal probate procedures for smaller or uncontested estates.Estate taxes and planning strategies can significantly impact the probate process. Lifetime gifts, life insurance trusts, and charitable giving can all be used to minimize estate taxes. Understanding these strategies is crucial, as how property is titled or transferred can affect both probate and tax implications.The personal representative must also file any required estate tax returns and ensure that taxes are paid. Estate planning can simplify the probate process and minimize taxes, ensuring that the decedent's wishes are carried out and that beneficiaries receive their inheritance with clarity.

The Life Money Balance™ Podcast
Estate Planning 101: What You MUST Do Before It's Too Late

The Life Money Balance™ Podcast

Play Episode Listen Later Feb 19, 2025 16:53


On this episode, Dr. Preston Cherry breaks down estate planning in a way that makes it clear: everyone needs a plan, not just the rich. He explains key documents like wills, living trusts, powers of attorney, and healthcare directives—tools that protect your assets and ensure your wishes are followed.He also shares strategies to avoid probate, minimize taxes, and keep your family from unnecessary stress. Most importantly, he urges open conversations about estate planning to prevent future conflicts and make sure your legacy is honored.Key Points:• Estate planning is for all• Wills and trusts protect assets• Plan ahead to avoid probate• Update documents, talk openlyWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Information on the Life Money Balance Podcast is for educational purposes only, not financial advice. Review our disclosures: https://www.concurrentfp.com/disclosures/

Absolute Trust Talk
How to Secure Your Estate: Insights from O.J. Simpson's Latest Legal Drama170:

Absolute Trust Talk

Play Episode Listen Later Feb 14, 2025 9:39


In this episode of Absolute Trust Talk, hosts Kirsten Howe and Jessica Colbert delve into the latest twist in O.J. Simpson's long-running estate saga. The estate's executor has taken an unexpected step by filing a lawsuit against one of Simpson's heirs, claiming that a key Las Vegas property was secretly transferred out of the estate's control. As they speculate on the case, the hosts examine the potential motives behind this action—such as the strategic use of an LLC and homestead exemptions—and the significant implications for addressing Simpson's mounting debts, including those owed to the IRS. With a thorough exploration of the executor's critical role in managing and safeguarding estate assets, this episode is a powerful reminder of the complexities and repercussions of poorly executed estate planning. Whether you're drawn to high-profile legal drama or seeking insights to protect your legacy, this discussion provides valuable lessons for anyone navigating the intricate world of estate administration.   Time-stamped Show Notes: 0:00 Introduction 0:38 O.J.'s executor files a lawsuit against his son, Justin, alleging that a scheme was used—via an LLC—to shift ownership of O.J.'s Las Vegas home. 1:44 Next, Kirsten and Jessica dive into the discussion of the executor's responsibility to marshal assets, ensuring funds return to the estate, and an explanation of why attorney and administrative fees come before creditor and beneficiary payments. 4:18 Do you know about the Homestead Exemption? Listen in to explore how homestead exemptions protect home equity and their potential impact in this case. 6:06 Here, the discussion shifts to whether forming an LLC was a tactic to shield the property from IRS claims and the implications of such a move. 6:45 Finally, Kirsten and Jessica analyze the uncertainty surrounding Justin's actions and the possible motives behind the alleged asset transfer.

Absolute Trust Talk
167: Understanding Probate: A Closer Look at the Personal Representative's Duties

Absolute Trust Talk

Play Episode Listen Later Jan 30, 2025 8:44


In this episode of Absolute Trust Talk, Kirsten Howe and Associate Attorney Ariana Flynn shine a light on the often misunderstood world of probate. They discuss why estate planners typically seek to avoid probate, the situations that make it unavoidable, and the key role of the personal representative—whether executor or administrator—in guiding the process. By exploring how the court appoints someone to oversee an estate, they underscore the importance of having a well-crafted plan in place. If you've ever wondered about the nuts and bolts of probate or questioned whether your own estate plan is up to date, this episode offers valuable clarity and peace of mind.   Time-stamped Show Notes: 0:00 Introduction 0:20 To get things started, Kirsten and Ariana explain why probate can be so costly and time-consuming and reveal why it's still sometimes necessary—especially when someone has passed away or become incapacitated. 1:44 Next, they address the common misconceptions surrounding probate and set the stage for this mini-series dedicated to probate basics. 2:20 Listen in as Kirsten and Ariana break down the role of a personal representative, clarifying how an executor differs from an administrator. 3:27 In this part of the show, they detail the formal process of becoming an executor or administrator, including the court petition requirements. 6:05 Finally, they explore the concept of a “special administrator,” explaining why this interim role might be needed in urgent circumstances.

C103
Cork solicitor launches guided planner to streamline end-of-life planning & probate process

C103

Play Episode Listen Later Nov 26, 2024 10:58


Cork solicitor launches guided planner to streamline end-of-life planning & probate process Hosted on Acast. See acast.com/privacy for more information.

The Aaron Novello Podcast
The ULTIMATE Guide to Mastering Probate Listings: Getting Leads and Working With Probate Attorneys

The Aaron Novello Podcast

Play Episode Listen Later Nov 2, 2024 61:52


This episode is a mash-up of my most best probate episodes to create the ULTIMATE guide to mastering probate listings and how to work with probate attorneys. Discover proven strategies on how to get probate listings, navigate the probate process, and establish relationships with probate attorneys that generate consistent leads.If you've been looking to build a probate-focused real estate business, this guide will help you take those crucial next steps. From learning the probate process and essential paperwork to breaking past gatekeepers and creating your unique value proposition, I'll walk you through the complete system I've used to consistently secure probate real estate leads.Whether you're new to probate or want to expand your expertise, this episode covers the keys to success—probate listings, lead generation, working with probate attorneys, and beyond.Key Highlights:➡️ How to master probate listings and generate leads➡️ Key strategies for collaborating with probate attorneys➡️ Essential steps in building a sustainable probate businessHit play to start mastering the art of probate real estate and grow your business in ways that matter! Be sure to like and subscribe if you want to see more episodes on probate! 

Senior Matters Radio
Probate - What You Need to Know

Senior Matters Radio

Play Episode Listen Later Oct 22, 2024 30:01


Tune into this episode of The Senior Matters Podcast with host Mark E. Wight and guest attorney Carly Ward as they break down the probate process. This episode is a must-listen for those navigating estate management after losing a loved one. Discover the necessary steps to take right after a death, including securing property and gathering vital documents. Get a clear understanding of filing for probate, obtaining Letters Testamentary, and handling creditor claims. Learn the key steps to closing an estate, distributing assets, and filing the final tax return. Most importantly this episode highlights the importance of professional guidance in probate, offering invaluable insights for anyone facing this challenging process.

AZREIA Show
Unveiling the Probate Process: Expert Insights with Paul Deloughery

AZREIA Show

Play Episode Listen Later Sep 20, 2024 51:18


Join Mike Del Prete, executive director of The AZREIA Show, as he dives into the intricate world of probate with special guest Paul Deloughery from Sudden Wealth Protection Law. In this episode, Paul, author of 'Probate Made Simple', discusses the legal landscape of probate, shedding light on how it affects real estate investors. Learn about the journey from musician to attorney, the differences between probate assets versus non-probate assets, and the common pitfalls families encounter during property transfer. Get valuable tips and insights to help close more deals and better serve clients in the real estate market.   Key Takeaways: 01:07 Introducing Our Special Guest: Paul Deloughery 01:47 Paul's Journey from Musician to Attorney 03:07 Understanding Probate and Its Importance 04:53 Common Issues in Property Transfers 07:38 Probate vs. Non-Probate Assets 09:55 Navigating Probate with or without a Will 15:53 Affidavit for Transfer of Real Property 17:48 Role of Title Companies in Probate 19:39 Explaining Probate to Homeowners 20:20 Real-Life Probate Challenges 24:12 Family Probate Disputes 26:52 Legal Steps in Probate 27:29 Probate Assets vs. Non-Probate Assets 28:42 Handling Multiple Heirs 31:47 Challenges in Probate Cases 38:26 Avoiding Financial Exploitation 42:21 Working with Probate Attorneys 46:18 Final Thoughts and Resources   Connect with Paul Deloughery: https://www.linkedin.com/in/pauldeloughery ---- The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in Real Estate. Join AZREIA here. Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at  

Cognitive Dissidents
#219 - How The Crusades Created Trusts as We Know Them

Cognitive Dissidents

Play Episode Listen Later Jul 15, 2024 60:31


Matt rejoins the podcast to talk about a first step toward estate planning: trusts. That may sound wonky or boring, but stay with us – not only do we make it geopolitical, we make it philosophical, interesting, and relevant. Come for the intersection of politics and planning, but stay for the important points about privacy at the end as well. --Timestamps:(00:00) - Intro(00:28) - Overview of Trusts and Geopolitical Context(02:59) - Historical Origins of Trusts(10:09) - Modern Trust Structures and Legal Nuances(15:33) - Revocable vs. Irrevocable Trusts(19:08) - Categories and Types of Trusts(29:12) - Understanding Revocable Trusts(29:34) - The Role of Trustees and Asset Protection(29:53) - Privatizing Decision Making with Trusts(30:41) - Irrevocable Trusts and Third-Party Trustees(32:31) - Who Needs a Revocable Living Trust?(33:38) - The Probate Process and Intestate Succession(35:32) - The Importance of Structured Estate Planning(38:16) - Advanced Estate Planning Strategies(41:13) - Demographics and Estate Planning(52:00) - The Impact of the Corporate Transparency Act(54:38) - The Importance of Privacy in Estate Planning(59:10) - Concluding Thoughts and Final Advice--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisorThis podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacyPodtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Complete Estate Planning
The Probate Process From Start To Finish (Part 1)

Complete Estate Planning

Play Episode Listen Later Apr 11, 2024 24:06


We've talked about probate here on the show before, but what does the process look like from start to finish? Join us for a special two-part series, where Nick will guide us through the steps involved when someone passes away. In this episode, we'll outline the key stages of the probate process (based in Ohio). Don't miss our next episode, where Nick will walk through the process of settling a trust!   Contact:   513-463-6789   info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/ 

Law School
Estate Planning: Estate Administration

Law School

Play Episode Listen Later Mar 29, 2024 39:11


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

Retiring Today
167. Recap: The Probate Process Explained

Retiring Today

Play Episode Listen Later Mar 19, 2024 5:50


Start preparing for your retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3VbxA9D How does probate work? Do you need a will or a trust to avoid probate? Retirement Planner Loren Merkle breaks down the probate process, plus tips on how to make sure you don't make a common trust mistake. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® https://merkleretirementplanning.com/staff-members/loren-merkle/ Chapters 00:00 The Probate Process Explained & The Cost of Probate 01:00 Is a Trust or a Will Best? 01:55 Which Assets Go Into a Trust 03:57 How to Find an Estate Planning Attorney 04:24 One Common Legacy Planning Misconception -- This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

PharmD Money
Ep 103: The Probate Process. An Overview Of How Probate Works When Someone Dies.

PharmD Money

Play Episode Listen Later Dec 5, 2023 13:11


It's common advice to get a Will or a Trust created as part of your estate planning strategy. Often times, many people don't understand what happens when those type of documents "kick-in."When it comes to your Will, you're heirs will most likely get to experience the probate process after you die.So what is the probate process and how does it work?In this podcast episode, Derek talks about the purpose of probate, the advantages and disadvantages, and what type of assets will be subject to probate when you die.Enjoy the show!

Off The Clock
Understanding Probate - The Probate Process from Beginning to End

Off The Clock

Play Episode Listen Later Aug 16, 2023 22:12


Our Estate Administration Coordinator, Marie Chin, interviews Amber B. Woodland about the probate process. As often as our team talks about probate, we sometimes take for granted that everyone knows what that term means. Listen in as Amber defines probate, describes the process, and reminders our listeners of how to use their estate plan to avoid it.

The Residual Real Estate Agent Show
What Is The Probate Process In California? | Probate From Start To Finish Explained By An Attorney

The Residual Real Estate Agent Show

Play Episode Listen Later Aug 14, 2023 55:08


Are you curious about the probate process in California?Welcome back! Today I am joined by, real estate attorney, Jennifer Felten, as she shares invaluable insights and expert tips on navigating the complex world of probate.We go over the probate process in California from start to finish and she shares her expert tips as a real estate attorney!Learn the questions you need to ask about probate before meeting an attorney and the probate process. Discover how to avoid probate through the use of trusts and living trusts, which can provide a smoother and more efficient transfer of assets.We discuss the significance of estate planning and how it ties into the probate process, helping you plan ahead for the future.Jennifer shares so much valuable information on probates and even ways to avoid probate and a general timeline for the process. We run through scenarios where certain probate laws would apply giving you everything you need to know about probate in California!With a comprehensive overview of probate, we address common questions like 'Do I need probate in California?' Explore the ins and outs of probate administration, letters of administration, and the California probate law.Whether you're a real estate enthusiast, a potential beneficiary, or simply seeking a deeper understanding of the probate process, this episode offers valuable knowledge to help you make informed decisions.

PROBATE MASTERMIND Real Estate Podcast
Keeping it Simple: The Power of Meaningful Conversations | Probate Mastermind #437

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Jul 13, 2023 64:33


Show NotesPrevious episodes: AllTheLeads.com/probate-mastermindEpisode Topics:00:00:00 Introductions00:04:28 The Importance of Simplifying Business Processes00:21:46 Building Relationships in Probate Real Estate00:32:13 Persistence in Contacting Probate Leads00:40:19 Probate Process and Real Estate00:49:14 Follow-up Strategies with Probate Leads00:55:24 Reaching out to Fiduciary ProfessionalsInterested in Probate Leads? AllTheLeads.com/probate-leadsJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A PlaylistSupport the show (http://www.facebook.com/groups/alltheleadsmastermind attorneys Support the show

On Air with Mirick O'Connell, a Legal Podcast hosted by Howard Caplan
The Long and Winding Road: What you can Expect from the Probate Process

On Air with Mirick O'Connell, a Legal Podcast hosted by Howard Caplan

Play Episode Listen Later Jul 10, 2023 25:42


Mirick O'Connell Trusts and Estates Attorney Liz Newton talks about the probate process, which can sometimes be avoided with a well-prepared estate plan, but there are times it is unavoidable, so it's best to be prepared!

UBC News World
Probate Process Guide For Executors: Preparing An Inherited Home For Sale

UBC News World

Play Episode Listen Later Jun 23, 2023 2:34


If you're the personal representative of an estate, read the new guide by Berkshire Hathaway Pen Fed Realty! It will take you through all the steps of the probate home sale process! Learn more at http://guidetoprobate.com Berkshire Hathaway Pen Fed Realty 10319 Westlake Drive #459, Bethesda, MD 20817, United States Website https://guidetoprobate.com/ Phone +1-301-660-6272 Email Cormier64@gmail.com

Why Not Mint Money
What are the basic requirements of writing a will?

Why Not Mint Money

Play Episode Listen Later Jun 16, 2023 28:07


Mint's Satya Sontanam engages in a conversation with Abhishek Mathur, a partner with Luthra and Luthra Law Offices India. He takes care of private client, estate planning, real estate and general corporate practice matters in the firm. In this episode, Mathur explains why a will is important, the implications when someone dies without a will but orally communicated about distributing her assets, when the will should be registered and what it is meant by probating a will. Tune in for more insights.

UBC News World
Use This Virginia Probate Process Guide For Your Estate Administration Queries

UBC News World

Play Episode Listen Later Jun 13, 2023 2:15


After losing a loved one, you need probate specialists who can help you manage the paperwork and give you time to grieve. To learn more, read Berkshire Hathaway Pen Fed Realty's (301-660-6272) guide for Virginia residents.Visit https://guidetoprobate.com/how-probate-works/estate-administration-probate-in-virginia/ for more information. Berkshire Hathaway Pen Fed Realty 10319 Westlake Drive #459, Bethesda, MD 20817, United States Website https://guidetoprobate.com/ Phone +1-301-660-6272 Email Cormier64@gmail.com

Elder Law Report
Embracing the Adventure: Celebrating 24 Years of Marriage, Family, and Law Career Growth

Elder Law Report

Play Episode Play 30 sec Highlight Listen Later Jun 5, 2023 6:45 Transcription Available


This week, I celebrated 24 incredible years of marriage with my incredible wife, Stephanie, and I couldn't help but reflect on our journey together - raising our beautiful children, pursuing our passions, and expanding our law firm. In this episode, I share some of those cherished memories, as well as the importance of fostering individuality in our children, embracing the adventure of marriage, and learning from the lessons life throws our way.As our firm continues to grow, with offices in Shelby, Charlotte, and Hendersonville, I'm incredibly proud to have one of my sons working alongside me in his own pursuit of a law career. Listen in as I discuss the value of planning, striving for excellence, and finding balance in our hectic lives. I also share my secret for de-stressing through exercise. So, join me for this heartwarming and inspiring episode, and remember that nobody's life or decisions are perfect, but we can always do our best to manage our situations and make the most of them.

Elder Law Report
Secure Your Legacy: The Importance of Having a Last Will and Testament

Elder Law Report

Play Episode Listen Later May 20, 2023 8:54 Transcription Available


Why a WILL could mean the difference between controlling assets or having zero control. Get Peace of Mind today with a FREE consult with McIntyre Elder Law today.Call: 1-888-999-6600Schedule Online @ mcelderlaw.com#Wills #probate #EstatePlanning #ElderLaw #CharlotteNC #ShelbyNC #HendersonvilleNC

The Financial Exchange Show
Ask Todd: How long is the probate process?

The Financial Exchange Show

Play Episode Listen Later Apr 19, 2023 14:18


Todd Lutsky, Cushing and Dolan, stops by to answer your questions about estate planning. What happens if you don't name a beneficiary? What are trustees limited by? How long does the probate process take?

The Business Lounge Podcast
Recent Changes To Iowa Probate 2023

The Business Lounge Podcast

Play Episode Listen Later Apr 5, 2023 3:40


We provide an overview of the Probate Process in Iowa, challenge a will in Iowa, explain what is and is not probate property, explain circumstances where you do not need to go through probate, and lastly give any updates on Iowa Probate laws. Read the full article here: www.oflaherty-law.com/learn-about-law/recent-changes-to-iowa-probate-law O'Flaherty Law now serves over 105 counties across Illinois, Iowa, and Indiana. If you have any questions regarding a case or would like to speak to one of our attorneys after watching a #LearnAboutLaw video, give us a call at (630) 324-6666 or send us an email at info@oflaherty-law.com to get in contact with someone from our team. Subscribe to our channel for daily videos dedicated to all things law and leave a comment with any questions about this topic. Find us online for more legal content and to stay connected with our team - Website: https://www.oflaherty-law.com/ - LinkedIn: https://www.linkedin.com/company/oflahertylaw - Instagram: https://www.instagram.com/oflahertylaw - Facebook: https://www.facebook.com/oflahertylawGroup/ **None of the content in this series is intended as paid legal advice.

PROBATE MASTERMIND Real Estate Podcast
Navigating the Competitive Probate Real Estate Market | Probate Mastermind #422

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Mar 30, 2023 59:59


Show NotesPrevious episodes: AllTheLeads.com/probate-mastermindEpisode Topics:00:00 Introductions03:00 The Benefits and Challenges of Working in a Competitive Real Estate Market 10:45 Learning the Probate Process and Building Relationships with Attorneys22:10 Selling Probate Properties During the Probate Process 33:00 Strategies for Finding High-Quality Probate Leads40:20 Navigating the Probate Process with Family Members47:50 The Importance of Accurate Property Valuations 53:20 Building Relationships with Realtors and Investors for Successful Probate SalesInterested in Probate Leads? AllTheLeads.com/probate-leadsJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A PlaylistSupport the show (http://www.facebook.com/groups/alltheleadsmastermind attorneys Support the show

Talking Money
Judge Faulkner demystifies the Probate process!

Talking Money

Play Episode Listen Later Dec 10, 2022 47:15


Probate Judge Debora Faulkner joins Mike to discuss how the Probate Court helps advocate for adults who cannot advocate for the themselves. Plus, Judge Faulkner reviews the process survivors need to follow when settling an estate.

Everyday Elder Law with Frank Bruno Jr., Esq.
Do we have to notify all interested persons in the probate process?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Oct 27, 2022 2:52


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Buffalo Means Business
Healthy Matters w Linda Grear of PB Elder Law - Probate Process & What They Do

Buffalo Means Business

Play Episode Listen Later Oct 22, 2022 13:55


Everyday Elder Law with Frank Bruno Jr., Esq.
What is the second step in the probate process?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Aug 25, 2022 3:41


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
What is the filing fee in Surrogates' Court? The six steps to the probate process continued.

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Aug 25, 2022 3:20


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

Everyday Elder Law with Frank Bruno Jr., Esq.
What is the final step in the six steps to the probate process?

Everyday Elder Law with Frank Bruno Jr., Esq.

Play Episode Listen Later Aug 25, 2022 5:16


Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com

PROBATE MASTERMIND Real Estate Podcast
How to Be Successful in the Probate Space | Probate Mastermind Episode #388

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Jul 28, 2022 65:05


Show NotesPrevious episodes: AllTheLeads.com/probate-mastermindEpisode Topics:00:00 Introductions01:35 Working in a Competitive Market11:50 Probate Process with a Surviving Spouse15:12 Handling the Competition and Stressful Situations29:32 Creating Opportunities34:33 Attorneys Role in the Probate Process42:20 Wins & Success51:27 More Than Just an Agent53:04 Getting Started as a Newcomer56:50 Understanding Inheritance in Probate1:00:00 Working Pre-Probate LeadsInterested in Probate Leads? AllTheLeads.com/probate-leadsJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A PlaylistSupport the show (http://www.facebook.com/groups/alltheleadsmastermind)Support the show

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Marketing your real estate vendor list, Dealing with call reluctance, and more probate real estate coaching

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Jul 7, 2022 35:31 Transcription Available


Worth noting:1) EARN has launched! Promotional pricing available for a limited time: Learn how to stop relying on lead lists and earn attorney referrals now: https://courses.magnumopusproject.com/earn2) REPLAY AVAILABLE: Driving For Dollars and Deal Machine best practices with David Pannell livestream is available for replay: https://youtu.be/DevV8m0Jg4MFull show notes: https://probatemastery.com/ep75-marketing-your-vendor-list-probate-real-estate-coachingWatch on YouTube: https://youtu.be/N5EIPZqn2kAEpisode segments (YouTube Timestamps):0:00 Probate listings, title, and escrow: Problems at closing (Probate Sale)2:38 Scripts for new real estate agents vs. new probate agents (Imposter Syndrome)5:54 How to market your probate service team and find vendor partners (Building your Vendor Team)12:39 Dealing with rejection when cold calling for real estate leads (Sales Coaching)17:44 Building momentum in your real estate business (Real Estate Mindset)20:10 Selling an inherited house with missing heirs (Probate Process)25:02 Conservatorship sale of real property (Probate Conservatorship)Learn more about probate and the Probate Mastery course at ProbateMastery.comSales Bluebird for leaders and go-to-market teams at cyber security startupsTips, tricks, ideas and inspiration from legendary cyber security CEOs and CROsListen on: Apple Podcasts SpotifyPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

Retire With Ryan
Simplifying the Probate Process with Probate Judge Edward C. Burt Jr. (Part 2), #102

Retire With Ryan

Play Episode Listen Later Jun 22, 2022 19:34


This week, I'm continuing my discussion about the probate process with Judge Edward C. Burt Jr. (aka Ned). We'll dive into what happens if someone dies without a will, the specifics of the full probate process, establishing the authenticity of wills, and Ned's final tips for making probate as simple as possible. You will want to hear this episode if you are interested in... What happens if I die without a will? [3:36] Diving deeper into the probate process [6:23] How do I file a will? [9:57] Determining the authenticity of multiple wills [12:42] Ned's final tips for simplifying the probate process [14:30] A matter of time If you die without a will, it is known as dying intestate. This means the probate court will have to decide how your assets should be divided up. The process of doing so can be burdensome and expensive, which is why having a last will and testament is highly recommended. Assuming there is a will, the average probate process can take six to nine months. A will should be filed within 30 days of the deceased's passing. Once a notice has been published in the newspaper, anyone has 150 days to file a claim against the estate, and fiduciaries have 60 days to respond to any claim. One of the final steps is filing an estate tax return within six months of the initial passing, but Ned suggests taking care of this as soon as possible because there are no extensions allowed and penalties for filing late. While probate can be a lengthy process, there is a lot you can do while it's still ongoing. If the claims process has concluded and no claims have been filed against the estate, executors are able to request a distribution from the court. You can also sell real estate during the probate process. Most wills give executors that right without probate court approval. Ned recommends including this in your will as a huge probate time saver. If the person who passes away is not the sole owner of any real estate and has less than $40,000 in assets, they are eligible for a streamlined probate process. All it takes is a few forms filed through the probate court, which Ned believes most people can do without professional help.  Establishing authenticity Many people believe their last will and testament should be filed with the probate court upon creation, but this is a common misconception. Original copies of the Will are filed when a person passes away. Lawyers used to hold onto the original copy of a will, but that is rarely the case now because if they misplace it they would be liable for malpractice. If you lose an original will, a conformed copy can be filed with the probate court and may need its witnesses to corroborate the authenticity of the document.  In situations where multiple wills are filed for the same person, determining the authenticity of the deceased's final wishes can be tricky. Testimony is taken from both the witnesses who signed the will and the attorney who facilitated the creation of it to try and sort out the discrepancy. Interested parties can submit any evidence necessary, including professional testimony from experts, to try and prove things like diminished capacity in cases where a secondary will is contested. Listen to this episode for more information on the probate process! Resources Mentioned Simplifying the Probate Process with Probate Judge Edward C. Burt Jr. (Part 1), #101  Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact

Make Maine Your Home
Inheriting my Parents House with Siblings!

Make Maine Your Home

Play Episode Listen Later Jun 17, 2022 7:38


In this week's episode we are going to talk about inheritance and inheriting your parents house. If you are watching this video because a loved one has passed, we are so sorry for your loss and we hope that this video can offer some help during this time. After the Will and Probate process you and your siblings will want to have a family meeting and discuss where everyone is and what you want to do with the property. It is important to delegate responsibilities so that you and your family know who will be responsible for each aspect of the house. It is also important to manage the utilities and insurance for the property. So take a look at your plan and what you need for the house to function. Work with a Title Company to see if there are any encumbrances on the property. When the time comes to go through belongings see what you want to keep, donate, and sell. If you need more support there are companies that can tackle a lot of this for you. If you decide to sell the property, there may be some small repairs that you can make before listing the property. It is also important to look at tax implications with your accountant to understand exactly what your costs are after you sell the property. Make sure that when you and your siblings come to an understanding make sure you get everything in writing. Regardless of the relationship it is important to reach out to an attorney if disputes arise. There are so many options for what you can do with a property and you do not have to rush into any decision. Whether you buy out your siblings, sell the property, or decide to turn it into a rental, a good real estate agent can help you decide what is the best option for your situation. We are here to help and if you have any questions please feel free to reach out and remember, if you Make Maine Your Home, you don't have to do it alone!    View the blog post on my website...  https://www.makemaineyourhome.com/inheriting-my-parents-house-with-siblings/ To checkout listings all over southern Maine visit: https://www.makemaineyourhome.realestate/ Check out our Facebook: www.Facebook.com/MakeMaineYourHome You can listen to the audio podcast on any podcast app.  Just search for Make Maine Your Home. Be sure to subscribe, like, share and tell your friends.   To contact Doug you can call or text to 207-838-5593, email to doug@makemaineyourhome.com or check out http://www.MakeMaineYourHome.com.

Retire With Ryan
Simplifying the Probate Process with Probate Judge Edward C. Burt Jr. (Part 1), #101

Retire With Ryan

Play Episode Listen Later Jun 15, 2022 18:15


Is Probate a difficult and expensive process? Is there any way to avoid it altogether? If you're diving into estate planning and have questions about Probate, this episode is for you! I'm joined by special guest Judge Edward C. Burt Jr. (aka Ned) who has served as a Probate Judge for the last 10 years. We'll discuss common misconceptions about Probate and strategies to make it as simple as possible. You will want to hear this episode if you are interested in... Getting to know Ned and his Probate background [1:06] Can I avoid Probate? [3:40] Should I have a will? [7:17] The logistics of sending your estate through Probate [9:39] A common misconception Most people have zero idea what Probate court is or how to navigate the process because it's usually an extremely sad circumstance that brings families to the court. Probate court is often viewed as the place where families go to settle a loved one's estate when they pass away as well as any outstanding debts. However, there are many other matters handled by the Probate court like adoptions, name changes, conservatorships, and issues of guardianship. And while many people try to believe Probate court can be avoided, that is rarely the case. Couples often have established through a deed that the ownership of jointly owned property will transfer to the surviving spouse in the event of the other's death. This is known as the rights of survivorship. One of the biggest misunderstandings about Probate is that people assume just because a joint asset like real estate is in survivorship does not mean that it doesn't have to be Probated. There may be inchoate taxes due to the state for the spouse that passes away. Though inchoate taxes are unlikely, the deed itself needs to be Probated to receive a certificate of no tax due which is required to sell the property down the road. Not doing so could hold up the closing process or cause the sale to fail entirely. Where there's a will, there's a way Having a professionally prepared last will and testament is the number one way to prepare you for the Probate process. A “simple will” should suffice for young married couples, but as you get older or if there are significant assets to manage, a more complex legal document may be required. While a will doesn't help you avoid Probate, it does provide the instructions for the distribution of assets during the administration of Probate making the process go smoothly. For more information on the Probate process, listen to this episode and tune in next week for Part 2! Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Probate Data and Property Lookups: Weekly Probate Mastermind hosted by Bill Gross

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Jun 2, 2022 45:55 Transcription Available


LIMITED TIME: Save $150 on Probate Mastery enrollment. Learn more at https://ProbateMastery.comShow Notes: https://probatemastery.com/ep67-probate-data-and-property-lookupsWatch on YouTube: https://youtu.be/TA4mtGUeNo8This week's training covered a ton of great topics with a heavy focus on skiptracing probate data and doing property lookups. Bill Gross and Probate Mastery students discuss how to find missing heirs for vacant property leads with a deceased owner. The group shares tips for probate real estate data production, using things like property lookups, forwarding addresses, and phone number lookups for probate court records. Bill Gross breaks down 4 different types of probate attorneys you can network with and how administration vs. litigation differ.  Other topics include how to approach probate property with a reverse mortgage, transferring title after death, and handling probate objections about commission.Segments (Timestamps link to YouTube)0:00 Different Types of Probate Attorneys: Administration vs. Litigation (Probate Attorneys)8:32 Vacant property with deceased owner: How to find missing heirs (Skiptracing)11:50 Property lookups, forwarding address, and phone number lookups for probate court records (Probate Data)17:52 Probate appraisal and estate inventory process (Probate Timeline)22:13 How to approach probate leads with reverse mortgage and foreclosure situations (Probate Prospecting)30:46 Deed after death: Do we have to open probate to transfer title in North Carolina? (Probate Process)33:12 How to handle B2B objections about commissions vs. quality of work (B2B Networking)Sales Bluebird for leaders and go-to-market teams at cyber security startupsTips, tricks, ideas and inspiration from legendary cyber security CEOs and CROsListen on: Apple Podcasts Spotify The Personal Finance PodcastSubscribe now and Master Your Money in Less than 30 Minutes Per Week! Listen on: Apple Podcasts SpotifyPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

Let's Talk Real Estate Investing with Sharon Vornholt
Understanding How Real Estate Investors Can Work with Executors During the Probate Process

Let's Talk Real Estate Investing with Sharon Vornholt

Play Episode Listen Later May 26, 2022 11:45


Today we're going to answer a reader's question which was, “How can investors work with executors during the probate process and build a good relationship with these folks at this difficult time in their life”? The second part of the question was whether the duties of an executor are different than those of an administrator. I'll answer these questions as well as provide some specifics of both scenarios. It's important for real estate investors to understand this when working with the niche of probates.  Listen and enjoy! Key Highlights: [00:01 - 04:22] Opening Segment How investors can work with executors during the probate process Why being knowledgeable about probates puts you in a unique position [04:23 - 08:40] Understanding How Real Estate Investors Can Work with Executors During the Probate Process An overview of how probate works in the United States What happens once the probate process is complete The difference between an executor and an administrator [08:41 - 11:44] Closing Segment What you should do if you want to become a bonafide probate investing expert, you can enroll in a course at probateinvestingsimplified.com. Key Quotes: "If you're knowledgeable about probates, this puts you in a very unique position when you're compared to other investors." - Sharon Vornholt "My advice is to use a probate attorney whenever possible because the process goes so much smoother and so much easier." - Sharon Vornholt WANT TO LEARN MORE? Connect with me through my website, Instagram, and LinkedIn Or you can send me an email at sharon@sharonvornholt.com Be sure to check out the Louisville Gal's Real Estate Blog and my course Probate Investing Simplified. Learn more about this podcast on iTunes, or Stitcher. If you liked my show, please LEAVE AN HONEST REVIEW, like, and subscribe!

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Pitching attorneys on a probate checklist marketing piece | Probate wholesaling script

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later May 11, 2022 59:28 Transcription Available


Join our Facebook Group, Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermindTake the Probate Mastery Course and earn your Certified Probate Expert designation: https://probatemastery.com With our current promotional offer, you'll get access to live group coaching free!Show notes: https://probatemastery.com/attorneys-probate-checklist-probate-wholesaling-scriptEpisode segments:0:00 What is a Certified Probate Expert? Branding tips (Probate Real Estate Designation)16:21 Court approval and confirmation for probate sale (Selling Probate)18:54 Using a probate checklist for hyperlocal marketing with attorneys (Probate marketing)23:26 Exclusions and exceptions to probate (Probate Process)25:19 Wholesale contracts, muniment of title, and buying wholesale probate properties (Wholesaling Script)33:37 How to let friends and family know you specialize in probate real estate (Probate Script)37:39 Probate checklist for collaborative marketing (Probate Attorney Script)44:27 Networking for Estate Planning and Assisted Living referrals (Real Estate Marketing)53:40 Letters of Intent: Are they binding for a real estate transaction? (Real Estate Contracts)Sales Bluebird for leaders and go-to-market teams at cyber security startupsTips, tricks, ideas and inspiration from legendary cyber security CEOs and CROsListen on: Apple Podcasts Spotify The Personal Finance PodcastSubscribe now and Master Your Money in Less than 30 Minutes Per Week! Listen on: Apple Podcasts Spotify Podcasting Power HourOne Hour of Podcasting Q&A with Jeff Townsend, aka The Podcast Father, Greg founder of...Listen on: Apple Podcasts SpotifyPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

Focus on Elder Law
The Probate Process

Focus on Elder Law

Play Episode Listen Later May 5, 2022 22:48


On this episode of Focus on Elder Law, Sherri and Ammie discuss the Probate Process and answer some of the following questions: - How does the process work? - When do you need Probate? - How can you make Probate go faster and smoother? - Who does Probate benefit?

Inside BS with Dave Lorenzo
How Do Wealthy People in Canada Reduce Tax Exposure?| Kim G C Moody | #40

Inside BS with Dave Lorenzo

Play Episode Listen Later Apr 1, 2022 49:40


How Do Wealthy People in Canada Reduce Tax Exposure?Today the Inside BS Show ventures north of the border to Canada. Dave Lorenzo interviews Kim G.C. Moody one of Canada's foremost experts on tax. Kim is an outspoken advocate for good governance and a Canadian National Treasure. His wisdom and insight will help you if you are an affluent Canadian seeking to reduce your tax exposure or if you are someone looking to work with affluent families or privately held businesses. Chapters00:00 How Wealthy People Think About Taxes01:50 How Did Kim Unite Attorneys and Accountants Under One Roof?06:15 How Do Each of the Canadian Provinces Treat Taxation Differently?10:30 Do Affluent People in Canada Form Family Offices?13:45 What is the Tax Rate on Affluent Individuals in Canada?17:50 What Vehicles Do High Net Worth Canadians Use to Lower Their Exposure?21:00 How Do People Find Moodys Private Client and What are They Looking For?22:45 Kim is Transparent with his Politics on LinkedIn. Does that Work?26:20 Why Should You Be Open About Your Political Positions on LinkedIn?28:50 Why Do US Citizens Renounce Their Citizenship? Kim's Firm Focuses On This35:00 What is the Double Taxation Exposure US Citizens Face in Canada?36:07 How Does Kim Get Business from Other Accountants?37:40 What is the Need for Trusts in Canada to Bypass the Probate Process?38:40 What is Kim's Biggest Concern about the Canadian Economy in the Next 5 Years?Kim G. C. MoodyCEOMoodys Private Client, Moodys Tax(403) 693-5100kmoody@moodystax.comAbout Kim G.C. MoodyThe antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.Kim's primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, particularly those who have entered into the tax complexities that come with being affluent. Though admittedly not one himself, Kim works with many professional athletes (a guy has got to dream after all). Kim also has expertise in trust and estate taxation and enjoys solving the complexities that arise in developing a well-thought-out estate and succession plan and dealing with testamentary taxation matters.Deciding years ago that sleep was highly overrated, Kim makes time to share his immense knowledge through writing, lecturing, teaching, and being an active, national leader in the tax profession. In 2016, he fulfilled his long-standing goal of receiving admission into law school and is currently exploring ways to fit this ambition into his busy schedule.Kim's unique ability is being a loyal, transparent, and honest intellectual rebel who always does the right thing. His passion to lead, teach, never settle, and both seek and speak the truth aid in his contributions to the tax landscape. Kim desires to be an inspirational example for those around him to continuously grow.

Inside BS with Dave Lorenzo
What If There Was No Tomorrow? Would Your Family Be OK? | Terry Clancy | #26

Inside BS with Dave Lorenzo

Play Episode Listen Later Mar 14, 2022 41:20


What If There Was No Tomorrow? Would Your Family Be OK?We all hate to think about our death. That's normal. But not thinking about it could have some horrible consequences. On today's Inside BS Show, Dave Lorenzo discusses the importance of having an estate plan with Theresa Clancy. Terry had a life event that brought this issue into focus for her and now she is an evangelist for good estate planning.If you love your family, you cannot afford to miss this show. Chapters:00:00 Introduction to Why You Need an Estate Plan01:00 Terry Clancy's Story07:24 Don't Be a Happy Wanderer. Plan.08:05 What is the Probate Process?10:06 How Can You Avoid Probate?11:40 What is a Revocable or Living Trust?12:30 What is the Difference Between a Living Trust and an Irrevocable Trust?14:00 How Do You bring Up Estate Planning with Loved Ones?19:30 What Questions Should You Answer When Doing an Estate Plan?22:03 Is Estate Planning Different for Same Sex Couples?23:00 What is “The Birthday Book?”27:00 How DO We Coach People to Get Them to Give a Medical Directive?29:15 How Does Estate Planning Help with Asset Protection?31:00 Terry Does a Barefoot Contessa Cookoff!!!34:00 Who Should Worry about Estate Tax?Terry ClancyEstate Planning Attorney(708) 819-1580theresa.clancy@theresaclancylaw.comhttps://theresaclancylaw.com/About Theresa ClancyI make estate planning easy, efficient, and effective so you can check it off the to do list and feel protected for the unexpected. I have been doing estate planning since my husband had a heart attack. I am married with four children who are either attending college or have graduated college (yeah!). I am a big proponent of family dinner and I love cooking (I'm a Barefoot Contessa Cookbook Fan!).

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Real Estate Cold Call Scripts: Assisted Living Sales, Senior Downsizing, Keeping Property objections | PLUS live deal analysis

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Mar 9, 2022 55:44 Transcription Available


In this podcast episode, Chad Corbett and the probate masterminds practice senior downsizing scripts and assisted living sales scripts through cold call role play. In addition to these cold call role plays, Chad covers what to say when a probate lead presents the common objection that they plan to buy and keep the probate property to rent out.  Chad and the group do some live deal analysis and transaction engineering for probate property situations with urgent timelines (foreclosure) and discreet, off-market sales (wealthy clients).   In this episode (YouTube Timestamps)0:00 Certified divorce real estate training for real estate agents (Divorce Real Estate Course)4:50 Intestate succession and multiple probates with no will (Selling Inherited Property)9:31 Stop a foreclosure after death: Can an executor sell house before probate? (Foreclosure Timeline)12:43 Petitioning for Probate: What if there are other heirs and we can't find them? (Probate Process)14:18 Does a homestead property go through probate? (Florida Homestead Law)15:31 How to speed up probate: Ex parte for special letters of administration (Probate Timeline)18:54 Senior Downsizing Cold Call Role Play: Calling surviving spouses and adult children in Probate (Assisted Living Sales Script)27:58 Real Estate Cold Calling Example Break Down: How to speak to adult children about selling Mom's house real estate (Real Estate Scripts)29:43 Finding buyers for off-market properties: Wholetailing vs. non-MLS brokers, commercial bankers, and divorce attorneys 39:55 Probate advances, liens, and having a family member purchase probate property  (Probate Property Sale)44:48 Probate Real Estate Objections: What to say when probate leads want to keep and rent an inherited house (Real Estate Objection Handling Scripts)47:11 Economic uncertainty, alternative investments, and cash-flowing assets Full show notes, video links, and transcript: https://probatemastery.com/real-estate-cold-call-scripts-assisted-living-sales-senior-downsizing-and-keeping-property-objections-plus-how-to-hurry-the-probate-process-upCertified Probate Expert Course: https://probatemastery.com/probate-training-course-for-real-estate-agents-investors/Join our Facebook group, Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermindPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

Cortes Law Firm's Podcast
050: What are 3 reasons a person might want to avoid the probate process

Cortes Law Firm's Podcast

Play Episode Listen Later Feb 17, 2022 1:46 Transcription Available


What are 3 reasons a person might want to avoid the probate processDownload our ESTATE PLANNING STRATEGIES TO PROTECT YOU AND YOUR FAMILY https://geni.us/strategiesFind us on FacebookFind us on BirdeyeFind us on InstagramDirections on Google MapsVideos on YouTubeCortes Law Firm5801 Broadway Extension Hwy Suite 110Oklahoma City, OK, 73118405-213-0856https://corteslawfirm.com/https://www.youtube.com/channel/UCYIkoIL8z3Wr0PiunTmVKpwFind us on Google Maps https://www.google.com/maps?cid=13744236403846045140

Craig Proctor Real Estate Show
learn more about the probate process featuring Hal Blake

Craig Proctor Real Estate Show

Play Episode Listen Later Feb 2, 2022 34:32


The Business Lounge Podcast
Recent Changes To Iowa Probate Laws 2022

The Business Lounge Podcast

Play Episode Listen Later Jan 19, 2022 6:34


Iowa passed current legislation that will become effective e January 1st, 2022, Iowa Code § 633.31 which eliminates the sliding scale fee for the settling of an estate. Read the full article here: https://www.oflaherty-law.com/learn-about-law/recent-changes-to-iowa-probate-law O'Flaherty Law now serves over 105 counties across Illinois, Iowa, and Indiana. If you have any questions regarding a case or would like to speak to one of our attorneys after watching a #LearnAboutLaw video, give us a call at (630) 324-6666 or send us an email at info@oflaherty-law.com to get in contact with someone from our team. Our Cedar Rapids attorneys are happy to schedule a consultation with you. Our Cedar Rapids contact information is: 616 4th Ave. SE, Ste. 108, Cedar Rapids, IA 52401 (319) 259-6710 cedarrapids.ia@oflaherty-law.com https://g.page/r/CZCE-VTs78gsEAg/review Subscribe to our channel for daily videos dedicated to all things law and leave a comment with any questions about this topic. Find us online for more legal content and to stay connected with our team - Website: https://www.oflaherty-law.com/ - LinkedIn: https://www.linkedin.com/company/oflahertylaw - Instagram: https://www.instagram.com/oflahertylaw - Facebook: https://www.facebook.com/oflahertylawGroup/ **None of the content in this series is intended as paid legal advice. In this article we provide an overview of the #Probate Process in #Iowa, challenge a #will in Iowa, explain what is and is not probate property, explain circumstances where you do not need to go through probate, and lastly give any updates on #Iowa #Probate #laws.

UBC News World
Get A Certified Realtor To Deal With San Diego CA's Complex Probate Process

UBC News World

Play Episode Listen Later Dec 29, 2021 2:23


People who need to deal with complex, slow probate in Southern California can rely on Realtor Kevin McClenahan in San Diego, CA. For more information, you can call 858-284-7778 or click https://sandiegoprobate.org (https://sandiegoprobate.org) 

The Real Estate Investing Club
The Probate Process with Bill Gross (The Real Estate Investing Club #198)

The Real Estate Investing Club

Play Episode Listen Later Dec 8, 2021 27:02


Want to become financially free through real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-bookIn this episode of The Real Estate Investing Club I interview Bill Gross, Bill is a Broker Associate with EXP Realty specializing in Probate and Legal real estate. He is a Certified Probate Expert, and can be found at the Stanley Mosk courthouse daily to work with attorneys, petitioners, clients, investors, and other real estate professionals to help them solve their real estate problems.. Bill Gross is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to get in contact with Bill Gross? Reach out at .Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes.************************************************************************GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESSLEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-bookCONNECT -- Want to join one of the most active Facebook Groups for Real Estate Investors? Click here to join: https://www.facebook.com/groups/2940993215976264PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/GROW -- Want for us to bring you leads and run your real estate digital marketing? Reach out to our partner agency at https://www.therealestateinvestingclub.com/off-market-lead-generation-servicesWATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshowMASTERY -- Want to learn how to master your life by mastering your health, wealth, relationships and spirit? Check out our sister podcast, Pursuing Greatness, at https://www.pursuinggreatnesspodcast.com************************************************************************ABOUT THE REAL ESTATE INVESTING CLUB SHOWThe Real Estate Investing Club is a podcast and YouTube show where real estate investing professionals share their best advice, greatest stories, and favorite tips as a real estate investor. Join us as we delve into every aspect of real estate investing - from self-storage, to mobile home parks, to single family flips and rentals, to multifamily syndication!#realestateinvesting #passiveincome #realestateSupport the show (https://paypal.me/GabrielWPetersen?locale.x=en_US)

Path to Mastery
The Probate Process Explained - Episode #251 with Bill Gross

Path to Mastery

Play Episode Listen Later Nov 11, 2021 26:37


Bill is a Broker Associate with EXP Realty specializing in Probate and Legal real estate. He is a Certified Probate Expert, and can be found at the Stanley Mosk courthouse daily to work with attorneys, petitioners, clients, investors, and other real estate professionals to help them solve their real estate problems. Connect with Bill Gross LinkedIn - https://www.linkedin.com/in/coachbillgross Facebook - https://www.facebook.com/BillGrossCoaching Connect with David Hill Website- http://www.davidihill.com/ Facebook- https://www.facebook.com/davidihill/ YouTube- https://www.youtube.com/user/hillteam17 LinkedIn- https://www.linkedin.com/in/davidihill Book: https://www.amazon.com/Sales-Playbook-Simple-Strategies-Close/dp/1628652861 Free Gift: https://callreluctance.davidihill.com/ Free 30-minute Coaching Call https://www.trycoaching.net Monthly Training with David- https://35callchallenge.com/ David's Monthly Article – http://www.davidihill.com/5mistakes/ FACEBOOK COMMUNITY Please follow and join my Group- https://www.facebook.com/groups/ptmastery/ OUR LEAD PROVIDER SPONSORS VULCAN7 https://www.vulcan7.com/pathtomastery/  

Let's Talk Real Estate Investing with Sharon Vornholt
The Steps in the Probate Process that Matter to Real Estate Investors

Let's Talk Real Estate Investing with Sharon Vornholt

Play Episode Listen Later Nov 9, 2021 6:23


I know probates can seem pretty confusing for some people. It's pretty common that real estate investors don't understand the steps in the probate process, however, once you do, it's a real game-changer. Adding the lucrative niche of probates to your real estate investing business will make lead generation so much easier, and you'll definitely see a difference in your bottom line.  Today I'm going over the only steps in the probate process that you need to concern yourself with.  Armed with this basic understanding of how things work, you can add this never-ending stream of leads to your business.  These leads are unaffected by market conditions which is something you can't say about most other lead sources.  Quote: Adding the lucrative niche of probates to your real estate investing business will make lead generation so much easier, and you'll definitely see a difference in your bottom line.  Show Notes: I have a lot of information packed into this short 5-minute show.  Learn the steps in the probate process that matter to us as real estate investors. The first steps in the probate process What happens if there is no will? How it's decided who the “decision-maker” is What is the difference in the executor and the administrator? What has to happen before you can buy the property What is the notice to creditors? Will all the assets in the estate always be sold by the personal representative? Probate Investing Simplified is Open Now If you are still struggling to get a steady stream of leads in the door for your real estate investing business, now is the time to invest in YOURSELF!  Let me ask you this... What would the next 12 months look like if you never had to worry about where your next deal was coming from?  Pretty amazing, right?  Adding probates to your existing marketing strategies will take all that worry off your shoulders. You can check out Probate Investing Simplified Here.         .

Focus on Elder Law
Important Dates in the Probate Process

Focus on Elder Law

Play Episode Listen Later Sep 3, 2021 20:40


In this week's episode of Focus On Elder Law, Sherri and Ammie discuss the Probate Process and the important dates and deadlines that people need to be aware of.

Ready Investor One
168. Expert Bill Gross Explains The Probate Process

Ready Investor One

Play Episode Listen Later Aug 11, 2021 55:10


Probate expert Bill Gross explains how investors can help seller navigate the probate process and dispose of assets in their estate. 

How Did They Do It? Real Estate
SA235 | Probate: Overview of the Probate Process in Real Estate with Al Nicoletti

How Did They Do It? Real Estate

Play Episode Listen Later Aug 10, 2021 36:32


As many of us know, probate takes a long time to be processed. Today's episode features guest Al Nicoletti, who talks about probate real estate and how title issues can be resolved quickly and efficiently.Key Takeaways To Listen ForHow probate works in real estateFunctions of the last willHow long should probate take to be processed?Client's perspectives on probateSources of highly motivated leadsWays to avoid probateProbate strategiesImportance of an entrepreneur mindsetAbout Al NicolettiAl Nicoletti practices law throughout the State of Florida with offices in Jacksonville.  He moved from Miami to Jacksonville in 2018 and brought with him a massive niche of Probate Real Estate, and a background in Foreclosure Defense Litigation. He heavily focuses his law practice on probate, quiet title, and partitions and created a very unique niche working in the probate real estate market.  He's developed a unique strategy on working to solve simple and complex probate real estate issues for an inherited property that is always a title insurance problem before closing.  He figured out a way to structure probates so they are fast, efficient, and waiting until a closing for all attorneys fees (an heir's dream to not pay anything upfront). He will teach us how to work with probated real estate and how title issues can be solved through probates, partitions, and quiet title lawsuits.  Al Nicoletti is very active on Facebook where he posts weekly videos and other various content.  He recently created his own YouTube Channel under Al Nicoletti, and YouTube users can subscribe to the channel for weekly video content and receive alerts every Friday.  Al Nicoletti also launched his own brand new Podcast show called “The Al Nicoletti Show” where Al Nicoletti is going to be bringing on BIG TIME Florida Real Estate super-investors, rising rock stars, movers, shakers, and leaders of clubs all over the state of Florida to talk about how you can take your company to the next level. These people are going to be educating, entertaining, and inspiring on how to take your company to the next level.  The Al Nicoletti Show can be found on iTunes, Spotify, YouTube, and Facebook.  Users can subscribe to get constant updates about new episodes dropping weekly! Connect with AlEmail: al@alnicoletti.comOffice Phone No.: 904 - 999 - 0053Website: Al NicolettiFacebook : Al NicolettiYoutube: Al NicolettiInstagram: @attorneynicolettiPodcast: The Al Nicoletti ShowTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Agile Digital Transformation
Aleks Tomczyk - Revolutionizing the probate process with the Exizent platform

Agile Digital Transformation

Play Episode Listen Later Jul 15, 2021 32:00


Aleks Tomczyk is the founder and Chief Operations Officer at Exizent, a UK-based fintech / legal tech company focused on digitally transforming the probate process.In this episode, Aleks tells us more about Exizent, how it was founded and the recent partnerships they've formed with Arken.legal and Experian. We discuss how the integrated Exizent platform will benefit users and help eliminate the common challenges of estate management. Considering the unique period in time in which all this is taking place, we also talk about Covid's current and future impact on Exizent and the field in general.Links & mentions:exizent.comlinkedin.com/in/alekstomczyklinkedin.com/company/exizent

One Rental At A Time
Do You Understand the Probate Process, The Great Deals & How to Work with Estate Attorneys

One Rental At A Time

Play Episode Listen Later Jun 13, 2021 15:31


Focus on Elder Law
The Ins and Outs of Probate

Focus on Elder Law

Play Episode Listen Later May 28, 2021 24:43


On the most recent edition of Focus on Elder Law, Sherri talks about the Probate Process.

Estate Planning: Willing to learn, Trusting to do

This episode talks all about Revocable Trusts: what they do, why you need one, and when do you know you need one. This episode explains the basics to estate planning, and breaks down how essential Revocable Trusts are to avoid the Probate Process.  --- Send in a voice message: https://anchor.fm/melgonzalez630/message

Cortes Law Firm's Podcast
031: Probate Process from Start to Finish and it is not as easy as you might think

Cortes Law Firm's Podcast

Play Episode Listen Later Mar 6, 2021 12:29


Probate Process from Start to Finish and it is not as easy as you might think. The probate process varies from state to state, but from start to finish it generally takes six to nine months. If heirs get along, then the probate process will usually be quicker. However, the second that the family starts fighting the cost goes up and the probate process takes longer.Download our ESTATE PLANNING STRATEGIES TO PROTECT YOU AND YOUR FAMILY https://geni.us/strategiesEstate Planning for Dummies https://amzn.to/2NNXak7Aging in the Right Place https://amzn.to/2ZvYavYEstate Planning Basics Ninth Edition https://amzn.to/3s5ZJgmEstate & Trust Administration For Dummies https://amzn.to/3dvLpcZ[Amazon affiliate links]

The Business Lounge Podcast
Simplifying The Probate Process In Iowa

The Business Lounge Podcast

Play Episode Listen Later Feb 19, 2021 4:29


In Iowa, there are laws that allow some shortcuts through probate for small size estates. These rules make it easier for surviving family members to transfer property left by the deceased. Read the full article here: https://www.oflaherty-law.com/learn-about-law/simplifying-probate-in-iowa O'Flaherty Law now serves over 105 counties across Illinois, Iowa, and Indiana. If you have any questions regarding a case or would like to speak to one of our attorneys after watching a #LearnAboutLaw video, give us a call at (630) 324-6666 or send us an email at info@oflaherty-law.com to get in contact with someone from our team. Subscribe to our channel for daily videos dedicated to all things law and leave a comment with any questions about this topic. Find us online for more legal content and to stay connected with our team - Website: https://www.oflaherty-law.com/ - LinkedIn: https://www.linkedin.com/company/oflahertylaw - Instagram: https://www.instagram.com/oflahertylaw - Facebook: https://www.facebook.com/oflahertylawGroup/ In this video, we discuss ways that you can simplify the process of a property going into probate. This can include the following: Small Estate Simple Affidavits and Simplified Probate in Iowa **None of the content in this series is intended as paid legal advice.

Off The Clock
EP 12: The Probate Process from Beginning to End

Off The Clock

Play Episode Listen Later Oct 14, 2020 18:40


Leslie DiPietro and Amber B. Woodland walk through the probate process so that listeners understand the legal proceeding that happens after a person passes away.  Listeners will learn more about the role of the Executor or Personal Representative, who oversees the process, the fees involved and the lengthy timeline.  

Estate Planning Daily
#179 | The Probate Process Explained

Estate Planning Daily

Play Episode Listen Later Oct 12, 2020 5:40


The Probate Process Explained -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Estate Planning Daily
#178 | The Probate Process Explained

Estate Planning Daily

Play Episode Listen Later Oct 9, 2020 5:40


The Probate Process Explained -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Estate Planning Daily
#174 | How does the probate process work?

Estate Planning Daily

Play Episode Listen Later Sep 29, 2020 5:44


How does the probate process work? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

The Mentor Podcast
Episode 89: The Probate Process and Quieting the Title, with Al Nicoletti

The Mentor Podcast

Play Episode Listen Later Aug 19, 2020 32:03


Al Nicoletti is a practicing attorney based in Jacksonville Beach, Florida, and is an expert in advising real estate investors across the state about all things related to probate law. What you'll learn about in this episode: How Al's legal practice is focused on probate, and how he helps real estate investors navigate probate issues What “quieting the title” means, and how it helps clear creditor judgments against a piece of real estate How quieting a title interacts with tax deed sales, and why it is important to clear up muddied titles What probate is, and why heirs in ownership of a property need to put a property through probate to transfer the title before they can do something with it How long the probate process typically takes, and how Al expedites the process from months to just days by following the process correctly How homestead properties and non-homestead properties differ in Florida, and who is required to be notified before a property can go through probate Why doing your due diligence is critical, and why it is important to avoid letting a probate file sit without making progress Why the Florida pre-probate market is ideal, and how offering to pay probate costs for the heirs can grease the wheels What misconceptions people often believe about probate, and why getting a title commitment is key Resources: Al's YouTube: https://bit.ly/31ptXiM Telephone: (904) 246-9994 Facebook: www.facebook.com/al.nicoletti.79 LinkedIn: www.linkedin.com/in/alfred-v-nicoletti-esq-13055166/ Additional resources: Additional resources: Website: www.TheMentorPodcast.com Website: www.ConnectWithTheMentor.com Get Ron's $599 Wholesaling course for FREE when you join his Gold Club for ONLY $59 a month! – https://thementorpodcast.com/GC89 Register for Ron's Upcoming Events: Website: www.TheMentorPodcast.com/events Or Call: (888) 563-7214 Share this episode on:

the HIP talks
Private Client: Estate Planning & Probate Process

the HIP talks

Play Episode Listen Later Jun 1, 2020 59:06


Margaret Wo and Alfred Ip discuss the essentials of proper estate planning and the probate process in Hong Kong while also highlighting some of the most common pitfalls and how to avoid them.   SHOW NOTES00:46 – Estate planning 07:32 – Executor of a Will 14:52 – Setting up a Trust 18:59 – Assets in multiple jurisdictions 24:18 – Enduring power of attorney 28:44 – Advance Health Directives 38:28 – Probate process 43:47 – Estate administration 47:13 – Challenging a Will 54:26 – Estate-related mediation

The Business Lounge Podcast
The Iowa Probate Process Explained | Learn About Law

The Business Lounge Podcast

Play Episode Listen Later Dec 9, 2019 3:41


#Probate matters #in #Iowa are the official manner in which an estate is settled under supervision of the court. When a person dies without an established will, an executor is appointed to gather and value owned assets, settle remaining debts, and distribute assets to heirs. Probate prevents fraud and theft after a death. Without it, debts could go unpaid and assets could be improperly distributed.explained Read more in the article at: https://www.oflaherty-law.com/learn-about-law/the-iowa-probate-process- Have any questions that weren't answered here? Let us know in the comment section! Subscribe to BLTV for daily Learn About Law videos: www.youtube.com/channel/UCY4QhGg-zwgUIthoK3EdyjA If you are in Illinois or Iowa, and would like to make an appointment with an attorney, O'Flaherty Law would be happy to help. If you would like to schedule a free consultation or receive paid legal advice, go to: www.oflaherty-law.com or call our office directly at (630) 324-6666. Learn About Law is part of the Business Lounge Network, offering convenient and affordable office space in the Chicagoland area. Escape the noise of a crowded office or home and instead work in our professional and calm environment built to suit your business needs. For news on free events, membership offers and more, visit www.BusinessLoungeNetwork.com. Do you have marketing, editing or audio/video production needs for your business, podcast or website? Want to be a part of the BLTV network? Let us know what we can do for you by calling us at 630-324-6666 or by emailing us at david@businessloungenetwork.com. More Learn About Law videos, podcasts, and articles: www.learn-about-law.com Learn More about O'Flaherty Law: www.oflaherty-law.com Like us on Facebook for daily videos: www.facebook.com/oflahertylaw/ O'Flaherty Law has convenient offices located in Downers Grove, Elmhurst, Naperville, Tinley Park, St. Charles, and Lake in the Hills, Illinois and Davenport, Iowa, serving DuPage County, Will County, Cook County, Lake County, McHenry County, and Scott County and the Quad Cities area. Its attorneys focus on providing quality legal work, above-and-beyond customer service, and affordable rates in the following practice areas: divorce & family law; estate Planning, wills & trusts; probate & estate administration; litigation, civil law & dispute resolution; business representation & corporate law; guardianship, elder law & special needs law; residential & commercial real estate law; immigration; bankruptcy; and DUI law and traffic & criminal defense. O'Flaherty Law is proud to offer a free initial consultation in most areas of law. The free consultation will provide general answers on what we can do for you regarding a legal matter, specifics on what services we provide, and brief explanations on what your options for legal service may be. A free consultation does not include free legal advice or answers to specific legal questions relating to your matter. Free consultations last no longer than 30 minutes, but a full 30 minute consultation may not always be required. None of the content in this series is intended as paid legal advice. Subscribe to our channel for daily videos dedicated to law and business. www.youtube.com/channel/UCY4QhGg-zwgUIthoK3EdyjA

Intelligent Money Minute
How the Probate Process Works

Intelligent Money Minute

Play Episode Listen Later Feb 13, 2018 2:38


Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about how the probate process works on our latest podcast. In case you missed it, We heard Chad Groover speak at our First Friday Networking at Noon event.  ​Intelligent Investing does not provide any tax, legal, or accounting advice. Any  material in the email […] The post How the Probate Process Works appeared first on Intelligent Investing.