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ProbateNavigated

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Location:

United States

Language:

English


Episodes

17 Accountability and Transparency When Dealing with Personal Property

10/9/2019
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17 Accountability and Transparency When Dealing with Personal Property by #ProbateNavigated by @iamjonathansmith

Duration:00:43:26

16 David Parks - Money Management and Probate

5/16/2019
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16 David Parks - Money Management and Probate by #ProbateNavigated by @iamjonathansmith

Duration:00:27:40

15 Alvi Aggarwal - A Guide for Out of State Executors

4/25/2019
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15 Alvi Aggarwal - A Guide for Out of State Executors by #ProbateNavigated by @iamjonathansmith

Duration:00:29:42

14 Dawn Dale - Mistakes to Avoid in Probate

3/29/2019
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14 Dawn Dale - Mistakes to Avoid in Probate by #ProbateNavigated by @iamjonathansmith

Duration:00:44:02

13 Mindy Hetzel - What to Accomplish in the First Four Months

11/7/2018
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13 Mindy Hetzel - What to Accomplish in the First Four Months by #ProbateNavigated by @iamjonathansmith

Duration:00:35:02

12 Marissa Bagasra - How to Discern Whether or Not You Should Assume the Role of Executor

8/12/2018
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12 Marissa Bagasra - How to Discern Whether or Not You Should Assume the Role of Executor by #ProbateNavigated by @iamjonathansmith

Duration:00:35:03

11 Duke Walker - Property and Probate and What You Should Know

7/19/2018
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11 Duke Walker - Property and Probate and What You Should Know by #ProbateNavigated by @iamjonathansmith

Duration:00:13:18

10 Deb Bumbaugh - How to Deal with Grief and Grieving

6/25/2018
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10 Deb Bumbaugh - How to Deal with Grief and Grieving by #ProbateNavigated by @iamjonathansmith

Duration:00:39:27

09 Sanborn Team - Why Working with a Proven Probate Real Estate Agent Matters

6/13/2018
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09 Sanborn Team - Why Working with a Proven Probate Real Estate Agent Matters by #ProbateNavigated by @iamjonathansmith

Duration:00:32:28

08 Kelly Pinkard - How to Make Your Life Easier by Delighting Your Commissioner of Accounts (Part 2)

5/30/2018
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08 Kelly Pinkard - How to Make Your Life Easier by Delighting Your Commissioner of Accounts (Part 2) by #ProbateNavigated by @iamjonathansmith

Duration:00:29:49

07 Kelly Pinckard - How to Make Your Life Easier by Delighting Your Commissioner of Accounts

5/20/2018
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On our seventh episode of #ProbateNavigated we visit with Kelly Pinckard, CPA and founder of Estate Accounting Solutions, a Virginia-based accounting firm that specializes in the preparation of fiduciary accounting reports for estates, trusts, conservatorships, and guardianships, as well as all related tax returns. With a background in auditing, Kelly knows exactly what the Commissioners of Accounts want to see when a fiduciary files his or her annual accounting reports, and maintains an...

Duration:00:34:15

06 Marlene Stum — Facing the Great Divide, and Deciding Who Get’s What “Inherited Memories”

4/18/2018
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On our sixth episode of #ProbateNavigated we stop by to visit with Marlene Stum, Ph.D. Marlene is a Professor in the Department of Family Social Science at the University of Minnesota. She is most known for "Who Gets Grandma’s Yellow Pie Plate?"™ a program internationally recognized for supporting families in non-titled property decisions. She is also nationally recognized for her research and prevention education. Additionally, she currently leads a unique research project examining the...

Duration:00:52:54

05: James Granoski - Why Working with an Attorney with Litigation Experience is Important

4/12/2018
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On our fifth episode of #ProbateNavigated we stop by to visit with James Granoski. I very much enjoyed our discussion together. In this episode James covers topics including why working with an estate attorney that can not just write estate administration plans but enforce them is important, key resources to avail yourself to, what an attorney will and will not do, key conversations to have with your attorney, worst mistakes that many make but are avoidable, and bad recommendations to avoid...

Duration:00:38:07

04: Allen Herzberg - How to Get Through the "Jungle of Probate"

4/12/2018
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On our fourth episode of #ProbateNavigated we stop by to visit with Allen Herzberg, P.C. This discussion covers topics including how to prepare estate taxes, tips on choosing the right "tax guide," who to invite to be on your "pit crew", and a valuable resource to benefit from as you resolve your estate. I really enjoyed visiting with Allen as there’s a lot of actionable advice. I hope you enjoy this as much as I did.

Duration:00:22:47

03: Doneen Hoffman - How to Get Checks not Bills for Personal Property

3/12/2018
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03: Doneen Hoffman - How to Get Checks not Bills for Personal Property by #ProbateNavigated by @iamjonathansmith

Duration:00:15:34

02: Bryan Aguirre — How to Mitigate Risk, Insurance Related Mistakes to Avoid, & More

3/5/2018
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On our second episode of #ProbateNavigated we stop by to visit with Bryan Aguirre, the managing partner at Capital Insurance Partners. This discussion covers topics including how to ensure your estate assets have insurance coverage, mistakes to avoid, and a checklist to follow as you resolve your estate. I really enjoyed visiting with Bryan as there’s a lot of actionable advice. I hope you enjoy this as much as I did.

Duration:00:33:47

01 #ProbateNavigated Introduction

2/23/2018
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01 #ProbateNavigated Introduction by #ProbateNavigated by @iamjonathansmith

Duration:00:06:10

01: Aaron Groen — Financial Advisor on How to Identify Best Financial Advisor & Bad Advice to Avoid

2/17/2018
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Aaron Groen — Financial Advisor on How to Identify Best Financial Advisor, Bad Advice to Avoid, and Other Lessons Click here to explore Trust and Estate Settlement services that Aaron provides: https://goo.gl/MvXE4i

Duration:00:29:31