karen schultz-tarnopolMar 82 minWHAT IS LEGACY PLANNING?We all have our own version of organization, and yet when a loved one passes away and the trustee/personal representative (“trustee”)...
karen schultz-tarnopolMar 73 minTOP TEN THINGS TO CONSIDER WHEN CHOOSING YOUR TRUSTEES AND PERSONAL REPRESENTATIVES1. Are they old enough or mature enough to handle the responsibility? One may be an adult at 18, but that does not mean they...
karen schultz-tarnopolNov 22, 20232 minAre there Vultures at the Door? When is it Ethical to Remove Belongings from an Estate? When I was in my mid 20’s my grandmother passed away, and during her funeral my aunt backed a truck up to her apartment and cleaned it...
karen schultz-tarnopolNov 22, 20233 minIs a Vacant Home Part of an Estate Falling Apart? Why Inspecting and Maintaining the House matters.One of the most shocking assignments I have had in the estate planning industry was when my boss asked me to inspect the two homes of a...