Who will your family choose to host Thanksgiving this year? Even more importantly 鈥� who won鈥檛 you choose to host Thanksgiving? This is no small decision. Maybe a central location is best? But since you all had to fly or…
Founder鈥檚 Journey Cocktail napkins, scraps of paper, and yellow legal pads 鈥� that鈥檚 how Executorium began. But the first spark was lit when estate executor George Compton searched for resources to understand the job 鈥� and found nothing. Meanwhile, those…
When we think about a loss of independence, being unable to drive or live on our own often comes to mind. We may not even realize our ability to manage finances could be at risk someday. But failing to prepare…
I recently met with a woman who told me her top priority was making things easy for her heirs. She鈥檇 heard horror stories of wills getting bogged down in probate, and heirs waiting years for resolution. 鈥淚 know lawyers can…
Mark calls the police when he can鈥檛 reach Aunt Sarah. They find her on the floor, unresponsive, and take her to the hospital. Sarah is stabilized but remains disoriented because she has dementia. It鈥檚 exacerbated other health problems too, because…
A senior鈥檚 perspective on the estate planning process When I saw my doctor for a recent routine physical and she asked if I had a Healthcare Proxy, boy, was that ever a wake-up call! I consider myself a 鈥測oung 70,鈥�…
Families encounter many professionals after a loved one鈥檚 passing. Religious leaders, funeral home directors, and probate lawyers often form a new cast of characters, while the familiar medical team steps back. Who can help you find this new team of…
"I inherited my childhood home." There鈥檚 a whirlwind of intense, complex emotions within those five words. For some people, their childhood home evokes mostly happy memories, but now also grief and loss. For others, those earlier happy memories are eclipsed…
What鈥檚 the greatest gift you can leave your family? You may think 鈥� an inheritance, of course. But what kind of inheritance? Sure, money鈥檚 welcome. But a lifetime鈥檚 belongings in an overflowing garage? Not so much. Yet often, relatives who…
Executors and administrators of estates are often called upon to deal with challenging legal and financial logistics during their time of grief. If my clients have served as estate representatives before, the legal and financial work involved is more familiar.…