I am really excited to share some of the changes coming to Executrixie before the end of 2020. Today I am highlighting Executrixie’s updated Resource page where executors can find specific, practical tools to assist them throughout the course of estate administration. These recommendations include informational books, paper management/ organization tools , and personal property [...]
Residents of Wake County, please share this website with as many seniors as possible to keep up to date with the most recent resources available to seniors during this most difficult time. Resources for Seniors updates this page on a daily basis. http://resourcesforseniors.com/iris.php…
Executrixie is here to help you and your family during these difficult times. With much consideration, I will be suspending in person meetings until May 15 out of health concerns of my clients, family, and myself. In the meantime, I plan to dedicate my focus on assisting various local organizations helping those individuals most [...]
From the Vault . . . This weekend I am forcing myself to create a binder with all my financial, legal, and personal information just in case of an emergency. Over the past year, I have watched my co-worker struggle in the aftermath of his wife's death because they did not have any plans [...]
In today's Tips and Trix, hiring a professional executor can be one convenient way to have an estate handled efficiently and competently as in the case of Aretha Franklin's estate, whose family and judge have agreed on the appointment of attorney Reginald Turner as interim manager. Read on to learn more- https://abcnews.go.com/…/detroit-lawyer-tapped-aretha-frank… [...]
An email from a follower: Thanks so much for letting me share my story on your ‘From the Vault’ series. Honestly, I had nowhere to vent about serving as executor, especially not with my family, who all suspected I was try to bilk the estate and swindle their inheritances. When I hit ‘Send’, I felt [...]
"You must take care of other people" were words impressed upon Kirk Douglas by his mother at an early age and this commitment to philanthropy has been reflected in his estate planning. Douglas left the bulk of his $80 million estate to the Douglas Foundation, a charity he co-founded nearly 60 years ago. In [...]
Thursdays are for Tips and Trix! Today's Tip: A major health diagnosis serves as a good trigger to strategize an estate plan to ensure the right community of support around you as you face a major health diagnosis and to review estate planning documents in order to pass along assets in the event of [...]
From the Vault . . My dad unequivocally was a bad guy. He stole money from people and destroyed their retirements. His name is not a household name like that of Bernie Madoff but it would be recognized in some conversations. He died a few years ago and somehow our family received an inheritance albeit [...]
How do you leave behind your legacy of values and ethics for future generations? In this Giving Tuesday post, Executrixie highlights the value of leaving an ethical will. Advisers use ethical wills to look beyond client assets Personalized letters to friends and family can help clients resolve personal issues while also explaining their estate [...]
