Anthony S. Park

I keep getting calls, asking me to be executor outside New York. I’m flattered, and honored, and yes AVAILABLE for that role.

1. Locality becoming less important
2. In-state agent requirement
3. Reciprocal nonresident executor law

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Pick up my books on Amazon. Reviews always appreciated!

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Sign up to my email list for book announcements

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Subscribe to my YouTube channel

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Subscribe to the “Simple Money Wins” podcast at:

• iTunes: https://apple.co/2XvtoVz
• Google Play: http://bit.ly/2XRWDRK
• Stitcher: http://bit.ly/2Xuct5A
• Spotify: https://spoti.fi/2XMDYa3
• iHeartRadio: https://ihr.fm/2JwhDnV

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We’ll share the story of how one of my trusts played out, and how it’s accomplished the goal of keeping it in the family

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Pick up my books on Amazon. Reviews always appreciated!

==========

Sign up to my email list for book announcements

==========

Subscribe to my YouTube channel

==========

Subscribe to the “Simple Money Wins” podcast at:

• iTunes: https://apple.co/2XvtoVz
• Google Play: http://bit.ly/2XRWDRK
• Stitcher: http://bit.ly/2Xuct5A
• Spotify: https://spoti.fi/2XMDYa3
• iHeartRadio: https://ihr.fm/2JwhDnV

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We’ll share a few real-world amateur executor bloopers (of course, anonymized to protect our clients’ privacy)

1. Choosing a disappearing banker
2. The case of the missing $10,000 check
3. "Oh yeah, taxes!"

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Pick up my books on Amazon. Reviews always appreciated!

==========

Sign up to my email list for book announcements

==========

Subscribe to my YouTube channel

==========

Subscribe to the “Simple Money Wins” podcast at:

• iTunes: https://apple.co/2XvtoVz
• Google Play: http://bit.ly/2XRWDRK
• Stitcher: http://bit.ly/2Xuct5A
• Spotify: https://spoti.fi/2XMDYa3
• iHeartRadio: https://ihr.fm/2JwhDnV

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Question from a listener: “Can you cover how to set prices as a virtual paralegal business owner (price high enough to cover the paralegals salary, subscriptions, training marketing, etc). Thank you!”

We’ll discuss:

1. Calculate overhead
2. Work backwards from an office salary
3. Market research: your competitors
4. Mark up for special training, experience
5. Don’t forget taxes

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Pick up my books on Amazon. Reviews always appreciated!

==========

Sign up to my email list for book announcements

==========

Subscribe to my YouTube channel

==========

Subscribe to the “Simple Money Wins” podcast at:

• iTunes: https://apple.co/2XvtoVz
• Google Play: http://bit.ly/2XRWDRK
• Stitcher: http://bit.ly/2Xuct5A
• Spotify: https://spoti.fi/2XMDYa3
• iHeartRadio: https://ihr.fm/2JwhDnV

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An insider’s look into how the lockdowns are making probate even more difficult than usual. Even if lockdown over by the time this airs, probably lingering residual effects.

Today we’ll discuss how lockdowns are affecting:

1. The courts
2. Banks and brokerages
3. Real estate
4. The IRS
5. Lastly, creditors

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Pick up my books on Amazon. Reviews always appreciated!

==========

Sign up to my email list for book announcements

==========

Subscribe to my YouTube channel

==========

Subscribe to the “Simple Money Wins” podcast at:

• iTunes: https://apple.co/2XvtoVz
• Google Play: http://bit.ly/2XRWDRK
• Stitcher: http://bit.ly/2Xuct5A
• Spotify: https://spoti.fi/2XMDYa3
• iHeartRadio: https://ihr.fm/2JwhDnV

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Against all advice, you’ve decided to use a DIY will. But you also want to name me your professional executor.

Today we’ll discuss:

1. When you call me
2. Show me your DIY will
3. Supervised signings

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Pick up my books on Amazon. Reviews always appreciated!

==========

Sign up to my email list for book announcements

==========

Subscribe to my YouTube channel

==========

Subscribe to the “Simple Money Wins” podcast at:

• iTunes: https://apple.co/2XvtoVz
• Google Play: http://bit.ly/2XRWDRK
• Stitcher: http://bit.ly/2Xuct5A
• Spotify: https://spoti.fi/2XMDYa3
• iHeartRadio: https://ihr.fm/2JwhDnV

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For our paralegal listeners who want to add this practice area to their toolbox. For our clients, a sneak peek behind the curtain to see all that Janice does for you.

The 5 tips:

1. Research, research, research
2. IRS and taxes
3. Use checklists
4. Phone skills
5. Learn your attorney

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Pick up my books on Amazon. Reviews always appreciated!

==========

Sign up to my email list for book announcements

==========

Subscribe to my YouTube channel

==========

Subscribe to the “Simple Money Wins” podcast at:

• iTunes: https://apple.co/2XvtoVz
• Google Play: http://bit.ly/2XRWDRK
• Stitcher: http://bit.ly/2Xuct5A
• Spotify: https://spoti.fi/2XMDYa3
• iHeartRadio: https://ihr.fm/2JwhDnV

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So you’ve named me executor in your will (or trustee of your trust). What’s next?

We’ll discuss:

1. Regular check-in calls
2. Where are your documents?
3. How else I keep in touch
4. How I’ll be informed when you pass

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Pick up my books on Amazon. Reviews always appreciated!

==========

Sign up to my email list for book announcements

==========

Subscribe to my YouTube channel

==========

Subscribe to the “Simple Money Wins” podcast at:

• iTunes: https://apple.co/2XvtoVz
• Google Play: http://bit.ly/2XRWDRK
• Stitcher: http://bit.ly/2Xuct5A
• Spotify: https://spoti.fi/2XMDYa3
• iHeartRadio: https://ihr.fm/2JwhDnV

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