Well, it’s been a while since anything has happened with my $1.25 check. As a matter of fact, I forgot about it. But of course it’s not done yet because yes, you guessed it, they sent more paperwork! So, here I go again off to the bank during the lunch hour. By now I know the drill and this should go relatively smoothly. So far, my cost for this check is approximately $58 plus countless hours of personal time. Why do I have to take care of this again? Oh yes, because it won’t just go away, it has to be completed. Maybe if I conveniently forget to finish, my kids can hassle with it when I’m gone. Hum, there’s a thought.
Now, stay tuned for day 6.
A Better Way to Close an Estate.
Thursday, February 17, 2011
Monday, February 14, 2011
30 years and a split pension with an estate?
Recently we worked with a gentleman who had a very interesting quandary. 30 years ago he began working at a very large corporation. 29 years ago he was divorced, and never remarried. He recently decided to retire and start taking his Pension and Social Security.
Upon turning in his paperwork to the HR department, they requested a copy of his divorce decree. “From 29 years ago?” was his natural question. “Yes” they added. “But, she is deceased” he informed them. “OK, please produce a certified copy of her death certificate along with a copy of the divorce decree” they said. “What if I can’t find them?” he asked. “Then the pension gets issued to you and her estate. If there is a problem with the estate taking the money, you can contact an attorney to assist you.”
OK, sometimes I can be unreasonable, stubborn even, but this? Really?
This may sound like a complete fiction situation but it’s not. It’s the kind of thing that happens every day to all kinds of people. It’s not about being wealthy or thinking that your estate is too small to have a problem. It’s about getting it done right and having someone there that you can call and say HELP ME!
We’re starting a “TIPS” page on our website. It gives 5-6 tips a couple of times a month on the many issues that arise with handling the final affairs.
Oh, and Happy Valentine’s Day!
Tisha
Upon turning in his paperwork to the HR department, they requested a copy of his divorce decree. “From 29 years ago?” was his natural question. “Yes” they added. “But, she is deceased” he informed them. “OK, please produce a certified copy of her death certificate along with a copy of the divorce decree” they said. “What if I can’t find them?” he asked. “Then the pension gets issued to you and her estate. If there is a problem with the estate taking the money, you can contact an attorney to assist you.”
OK, sometimes I can be unreasonable, stubborn even, but this? Really?
This may sound like a complete fiction situation but it’s not. It’s the kind of thing that happens every day to all kinds of people. It’s not about being wealthy or thinking that your estate is too small to have a problem. It’s about getting it done right and having someone there that you can call and say HELP ME!
We’re starting a “TIPS” page on our website. It gives 5-6 tips a couple of times a month on the many issues that arise with handling the final affairs.
Oh, and Happy Valentine’s Day!
Tisha
Tuesday, February 1, 2011
Final Affairs: Ask for a discount
Final Affairs: Ask for a discount: "When you are in the process of handling the final affairs of an estate, there are many things that have to be done. Here is a very simple th..."
Ask for a discount
When you are in the process of handling the final affairs of an estate, there are many things that have to be done. Here is a very simple thing to do when making phone calls.
When you are contacting doctors, dentists, hospitals and the many other healthcare professionals that have sent you a bill, ask them for a discount when you inform them of the death. Generally, they will lower your bill between 10 – 25% of the amount due. In some cases, this may be hundreds of dollars.
Even though it still takes many months to settle everything, this is a very simple way to save the estate money.
If you are overwhelmed and need assistance, give us a call. We can take over the work at any time.
Tisha
When you are contacting doctors, dentists, hospitals and the many other healthcare professionals that have sent you a bill, ask them for a discount when you inform them of the death. Generally, they will lower your bill between 10 – 25% of the amount due. In some cases, this may be hundreds of dollars.
Even though it still takes many months to settle everything, this is a very simple way to save the estate money.
If you are overwhelmed and need assistance, give us a call. We can take over the work at any time.
Tisha
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