To Heir Is Human... (Winter 2025 newsletter)

Here’s your latest edition of "To Heir Is Human," with tips from How to Laugh At Death and Taxes: What Executors, Willmakers, Heirs, and Beneficiaries Need to Know, as well as new developments related to preparing for and managing estates (please "whitelist" this email to prevent future newsletters from going to spam). The Winter 2025 issue includes these topics:

Picking an executor… or power of attorney (PoA)
Don’t tempt fate by procrastinating:  why teens should set up a power of attorney when they reach the age of majority.

Prepping an executor / Preparing your willmaker
Mirror/reciprocal wills for couples are common but don’t – like Gene Hackman – forget Plan B.

Serving as executor
For every great story of an unexpected bequest (some fun ones here), there are thousands where beneficiaries aren’t treated right; legal profession – heal thyself (with a bonus: who says lawyers don’t have a sense of humour?!).

Making it better (or avoiding things getting worse…)
I’m now part of a group focused on finding cost-effective, implementable, nonpartisan solutions to make things as easy as possible for families and their executors as they ready for and cope with death.  Read the five ideas we have so far and please send me any pain points and common-sense solution ideas you’ve discovered!