Recently I am thinking about death and getting prepared for it to make life easy for my girls! AND I saw your video which is very thoughtful and through to walk thro many issues to be taken care of. Appreciate your guidance sincerely.
Come on are you a Lawyers want to run a business when it should be a practice collaborating with millions of arbiter validation, fiduciary, security, legals and paralegals, and you don’t have enough sense do use the term when a loved one goes onto the next plateau, realm city galactic city universe, spiritual universe, afterlife anything but passes away your bonehead boomers we want the forgery proof, nicer, arbiter, validation, certification, administration, back up to back up registry, so nobody steals or inheritances I Legacy Walther Transfer, starting April boomer boneheads.
Social security does not pay ahead, they pay for the month past regardless of what they tell us publicly. It is black letter illegal for them to stop your payments if that is your only income-they do so anyway. It is also illegal for them to hold that person responsible for overpayment. What they did to my mother was stop her payments and hold them until she signed an agreement allowing them to reduce her benefit to repay the overpayment; overpayments not supported by bank deposit records. At certain ages your benefits retroactively increase. They plan for these events.
Hi Chris!! Thank you so much for meeting with me while we were on Celebrity Apex. This is a very helpful video. I have made an appointment already with a local estate lawyer.
POA is way to go with elderly parents or infirm friend ur helping POAs have to use acct $ FOR the person, not them (unlike a joint acct) Once the person dies, the executor has access to the funds, eventually. Executor is often the POA but POA rights end immediately upon death.
I started a Death File decades ago Young widowed mom, so my friends would have been left to deal with stuff. A nonfamily was my executor. I had letters explaining what I wanted to some ppl. Nothing can be certain becuz after death anyone can bring dispute cases. I could try tho. Guardians are so n so, not gma n gpa. U do what u can. And u DO need to get over to SS office the day after funeral Take friends to help u if needed It takes so long to get this money coming in! Get on it! It was CRUCIAL for us. No wealthy family to support us in the interim.
Can you add the 17 steps to the 105 NICER complete Administrations steps. They’ll probably be duplicates in the acceptable use policy in April if it’s approved by NICER 837PC AUP?
Number 1 find the Interdiction trust to take care of all this. It has all the provisions for a complete administration with 105 security provisions. The NICER AUP crime interdiction administration. Built and delivered through the generations to young lawyers to install and service with your clients provision to avoid the trust, forgers, durable, power of attorney, counterfeiters, and quick claim jumpers in the last days of our lives.
Some states like Pennsylvania and New Jersey have an Inheritance Tax in addition to an Estate and Income Tax. In Pennsylvania it is 4.6% of net asset value on date of death.
Unofficial tasks for the day maybe: secure the deceased person's home, turn off electrical items, move the trash to the trash bin in the garage, see to the care of pets and plants. Film all your activities from car thru tasks, relocking, and back to your car.
LOL! Who would care about insurance? I would take care of the funeral, collect any benefit and that would be it. All that other nonsense could pound sand.
All you have to do is show the death certificate for example the bank and they will make a copy and you, but the life insurance they need a copy of the death certificate.
Thanks for the video it was very informative. A friend passed away and may have listed me as a "pay on death beneficiary" on his account. I submitted all of the necessary information to the bank, but they informed me that the account was frozen. They won't tell me why it was frozen. They won't even confirm whether or not I'm a beneficiary. They are now telling me that I need to get a court order to release the funds. This is a credit union in San Diego, CA. I live in Colorado. I don't know where to begin.
What if I lived in CA he lived in alot of states and I don't know any of his connections and I am rep of estate , only child , and only heir I didn't get nothing from estate his wife lied and said he had no children I proved I was but I can't find nothing , trust, his house, his minerals , stocks, and more what can I do?
I trusted my step mother, but when an account the bank transferred to my sister as for my fathers instruction to the bank it only had $90 in it. I am 100% sure my Step mother siphoned out at least $300k. I am now 18 months after my fathers death.
@@YeshuaKingMessiah No, that is now how inheritance works. Spouse is entitled to 50% and children to 50% unless there is a will. I am sure there was a will but she has it and didn't show anyone.
I’ve never had to deal with the process of funeral or any type of Will or probate never herd of the stuff prior to my recent and current experience and I don’t want anyone to take my parents items ( both mom and dad of mine are passed )
I’m in Ohio and me and my husband lost our dads a month apart( June & July ) and it’s been hard just getting things started and knowing what’s going to happen my dad had a will however the executor isn’t keeping in contact or communicating since my dad passed. Husbands dad was over seas on temporary visit and passed away in Philippines and we still haven’t gotten him back to US to start that process.
Thank you for this very helpful and informative video. I have been handling my aunt's affairs after she passed. I thought I was crossing my T's and dotting my I's until I watched this. I didn't contact the credit agencies, cancel her non-driver's license or her gym membership. I will do those things ASAP.
Her ID? U don’t cancel an ID And a license was only good for her. The gym membership would be a courtesy - unless they debit her bank acct! Credit agencies don’t need to know, she doesn’t care about her credit lol
Was wondering my father passed away and he left my sister and I the beneficiary. I was wondering if we go down to get the IRA would we be able to get the money that same time day as when we are there to get the IRA
What if your parent wasn't married it's the oldest child eligible to received their benefits and if not that The grandfather's decision he was a he's a veteran horrible discharge is the oldest child allowed to receive any of their parents grandparents benefits and if the child was on exercise or they entitled to interview benefits
1) order death certificates 15-20 2) notify Social Security to stop payments 3) Veterans could have benefits-contact Veterans 4) Medicare - contact and cancel 5) Employment Benefits- former employer 6) Notify health insurance 7) Notify life insurance 8) Contact other insurance companies Car, Home, etc 9) Outstanding debts, bills, make a list 10) Inventory estate of deceased 11) Close credit card accounts 12) Contact credit reporting equifax, experian, and Trans Union 13) Cancel driver’s license 14) Close email and website accounts and social media (PayPal, eBay, Amazon) 15) Cancel memberships and clubs 16) Contact CPA to prepare individual and estate Tax returns 17) Contact an estate attorney to handle legal issues So helpful! Thank you!
I'd pump the brakes on closing an email account, at least right away. Especially now in 2022, one's email account is the gateway to their online presence. If you close an email account, you all but lose the ability to easily recover online accounts in which you do not know the password. i.e. Months later you realize a loved one has a Facebook account that you do not know the password to. In order to easily close the Facebook account, you'd need to reset the password via that loved one's email account. Wouldn't be surprised if many websites have an alternative method to do this without access to the email account, but surely it would be much more of a hassle. Thanks for the video.
Regarding email & cell phone... you may need these to be able to access accounts (bank, credit card, etc) to pull statements. Once accounts are closed, the institution will send past statements for a fee, so grab what you can now while free.
Don’t ever close SM or email That’s just not needed Close cell phn after u get info, yes. Every acct, don’t notify of death or close till ur ready to let go of it. U will be locked right out.