by Ben_admin | Jan 22, 2026
Have you received a letter asking you to “verify” your trust information and wondered if it was legitimate or a scam? Nick breaks down why these letters are becoming more common, what they actually mean, and how trustees should respond without putting themselves at...
by Ben_admin | Jan 15, 2026
Navigating probate can be daunting for any trustee or executor. In this episode, Nick offers crucial guidance to help you understand your responsibilities and avoid common pitfalls. Learn why simply relying on paperwork isn’t enough and why careful attention is...
by Ben_admin | Jan 8, 2026
Worried about scams targeting your property? How real is this threat, and how worried should you actually be? In this episode, Nick explains how property deed scams work and walks through simple, free steps you can take today to monitor your property and protect...
by Ben_admin | Dec 31, 2025
This question has been trending and on the rise: “Why wait until we’re gone to help the people we love?” Nick explores the “Prodigal Son” approach, advancing an inheritance while you’re still alive, and why it’s becoming more common. You’ll also hear how generosity...
by Ben_admin | Dec 23, 2025
Serving as an executor can feel like being dropped into the middle of a complicated project without a clear instruction manual. What do you do when your adult children aren’t responsible with money but you still want to make sure they’re taken care of after you’re...
