Share
))
HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
…
continue reading
Manage episode 521366700 series 3673852
Content provided by theestateblueprint. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by theestateblueprint or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Episode Summary:
In this critical episode, Tom Begley stresses the overlooked importance of selecting qualified fiduciaries, highlighting rising abuse cases in probate courts. The discussion contrasts short-term executor duties with long-term trustee roles, key qualifications like integrity and common sense, and strategies for backups, co-fiduciaries, and easy updates.
Key Timestamps:
00:01 - Show Introduction
00:30 - Fiduciary Abuse > Will Contests
01:30 - Executor (Short) vs. Trustee (Long)
02:30 - 4 Don’ts: Age, Gender, Proximity, Feelings
03:30 - 2 Musts: Integrity + Common Sense
04:30 - “Rationalization” Theft & Sibling Delays
05:30 - Proximity = Tiebreaker Only
06:30 - Co-Executors: Yes for 2 Kids Post-Death
07:30 - No Co-Agents Lifetime (2 QBs = 0)
08:30 - Always Name 1–2 Alternates
09:30 - Update: Codicil Pricing
10:30 - 25% Intake Reversals After Vetting
11:30 - Closing & Call to Action
About the Show:
"The Estate Blueprint" delivers clear, actionable guidance on estate planning, Medicaid, special needs trusts, and probate for New Jersey families. Tom Begley combines 35+ years of elder law expertise to protect homes, assets, and peace of mind with plans that work in the real world.
10 episodes
