Tag Archives: how to settle an estate



Our Weekly Tip: 11 Immediate Priorities When Settling An Estate

Reduce stress by using this SevenPonds checklist to settle a loved one's estate after death

Our Tip of the Week: Settling an estate is complicated enough to understand without the complexities of loss and bereavement that often accompany this trying and necessary responsibility. Settling an estate involves a lot of paper work, so it’s beneficial … Continue reading

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Weekly Tip: Negotiation for After Death Plans

What does it cost you to make sure your post-death plan fees aren't too high? Only a bit of gall and negotian motivation

Weekly Tip: Planning for Death and Negotiating Your Estate Fees It can be hard to speak up for yourself when creating your post-death plans. But, in sharing her estate planning experience, a woman named Jody Roth explains why one of your … Continue reading

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How to Avoid Procrastination in Estate Planning

Procrastinating the start of estate planning isn't uncommon. Here are three tips to motivate yourself to get going, get organized and stay with it

1) Set reasonable goals Maybe your first month of planning will be dedicated to your will, life insurance or understanding of estate taxes – but make sure that you divide up your goals by setting gradual deadlines. It will make … Continue reading

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Estate Planning After Death: The Questions to Ask

How to settle an estate after death? Let your inquisitiveness be an asset in the process

Practical Tips: The Trickier Questions of Estate Planning Understanding how to settle an estate after death can feel like opening a batch of Russian dolls—you find one problem, question or concern after another. SevenPonds has spoken to many estate planning … Continue reading

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