Archive for 2020

Survey Insights From Thousands of Heirs Dividing Estates

Posted date: July 30, 2020 No Comments

Over the years we have asked heirs in divisions to complete a short survey to help provide insights to the Administrator / Executor of an estate division and for our own understanding of the concerns and motivations of those dividing estates.  For t ...

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5 Tips to Dividing Your Family Estate Peacefully

Posted date: July 10, 2020 No Comments

Remember everyone processes grief differently, and peoples’ attachment to the value (emotional value) of things isn’t always a reflection of caring more or less about the lost loved one. Some people really want, or must have things they can touch ...

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Estate Settlement During COVID-19

Posted date: June 2, 2020 No Comments

Estate Settlement of personal property and tangible assets between heirs has always been one of the most challenging parts for families and professionals helping them.  Think about the typical solutions offered. Most all of them start with: “Get t ...

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60 Minutes Story Reaffirming Value of Preserving Legacy – Holocaust Survivors

Posted date: April 7, 2020 No Comments

The 60 Minutes story this weekend showed again the value and what is possible for preserving the wisdom, personalities, stories and voices of our elders.  It is a valuable legacy to create for one’s own family. https://www.cbsnews.com/news/art ...

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Valuable Things to do During Covid-19 Time at Home

Posted date: March 24, 2020 No Comments

Most of us have additional time at home due to Covid-19.  We are also gaining a realization that our mortality, and that of our elder loved ones is real; now is a unique opportunity to do things, not yet done.  Among those is de-cluttering our home ...

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