Anthony S. Park

For our paralegal listeners who want to add this practice area to their toolbox. For our clients, a sneak peek behind the curtain to see all that Janice does for you. The 5 tips: Research, research, research IRS and taxes Use checklists Phone skills Learn your attorney ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announc...

So you’ve named me executor in your will (or trustee of your trust). What’s next? We’ll discuss: Regular check-in calls Where are your documents? How else I keep in touch How I’ll be informed when you pass ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscribe to my YouTube channel ========...

Today in our 3rd and final part, Janice will walk you through a day in the life of a work-from-home virtual paralegal. Today we’ll discuss: What does a virtual paralegal do? What does a virtual assistant do? Janice will walk us through her typical day ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ==========...

Today in Part 2, Janice will share how she *grew* her Virtual Paralegal & Administrative Services business. I’ll ask Janice about: How can a virtual assistant be a security risk? Manpower: when to expand? How to find virtual assistants? ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscribe...

If ever, now is the time to learn how to start your own work-from-home business. Today in Part 1, Janice will share how she started Virtual Paralegal & Administrative Services, and what steps you need to take to get started Today I’ll ask Janice: What is a virtual paralegal? How to become a virtual paralegal? How to start a virtual paralegal business? Where to find virtual assistant clients? =====...

Yes, I can and have served as executor for clients outside of New York. You just need to be aware of the pros and cons. Pros: General legal and tax knowledge Independence General understanding of process Cons: No local knowledge No boots on the ground More expensive ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announceme...

Rich people don’t walk past free money, they pick it up (metaphor, not literally). Let’s discuss an estate planning example: asset protection trusts instead of direct gifts Today we’ll discuss: What’s a direct gift? What’s an asset protection trust? Why it’s “free money” that EVERYONE should take ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my...

There are lots of reasons why a trust is better than just a will. And post-coronavirus, a trust makes even MORE sense. Today we’ll discuss: Video notary instead of witnesses Quarantine is a new type of incapacity Locked down courts: another reason to avoid probate ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcement...

Do you want to make or update your estate plan? But how, with social distancing? We discuss: Fewer in-person meetings In-person signings Document handling ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscribe to my YouTube channel ========== LISTEN Subscribe to the “Simple Money Wins” podc...

Coronavirus and death is on everyone’s mind. So is it a good time to update your estate plan? We’ll discuss: Reminder: no one can predict the future Yes, get started Be in the right state of mind ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscribe to my YouTube channel ========== LISTEN...

Market news probably makes you think you lost money in the stock market. Not true! Here’s how you should react, by life stage: Students and Kids Working, not close to retirement Working, close to retirement Retired, fixed income ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscribe to my Y...

One bad tenant can blow up any real invest investment. Being a professional executor has shown me just how nightmarish a tenant can be. We’ll discuss: Which estates have nightmare tenants? What are “nightmare tenants?” What to do about bad tenants? ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WAT...

I’m working on my next book about how to teach kids about money. #1 priority: make sure they understand and learn to love compounding interest! We’ll discuss: Why compound interest is so important Why every parent should have a brokerage account for their kids Where to compound your kids’ money ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my e...

The second most common question about probate is: why does probate take so long? Lately, one of the biggest culprits is getting tax clearance. We’ll discuss: Why tax clearance is so important Estate tax on the 1% The IRS and the Deceased’s 1040 See you next April Don’t Forget form 5495! ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email lis...

So sad to watch when our clients get ripped off during probate. So we’re doing this episode to hopefully help you avoid getting taken. We’ll cover: Examples of rip offs during probate Comparison shop Ask for referrals Choose an experienced probate attorney Hire an professional executor ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list...

So you need an estate checking account. Sounds easy enough, right? We’ll discuss: Forget online: go to a branch Not all branches are created equal Estate deposits Medallion guarantees Quid pro quo ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscribe to my YouTube channel ========== LISTEN...

Your executor is NOT your best man, maid of honor, best friend, or favorite child. We’ll discuss: Making sure your Executor qualifies It's not about “favorites” Not a “job” to hand out as charity ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscribe to my YouTube channel ========== LISTEN...

I get that Do-it-Yourself is very tempting. But you may be creating HUGE problems for your heirs. We’ll discuss: Witnesses names Witness addresses "Self-proving" Professional witnesses Court’s assumptions ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscribe to my YouTube channel =========...

Want to pay less taxes? Then choose wisely where you live. Today we’ll discuss: States with the highest income taxes States the low income taxes States with NO income taxes Lastly, we’ll factor in SALES tax for a more complete tax picture ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscri...

You may think notarizing a doc is a piece of cake. Just go to a bank, pharmacy, or stationer, right? Not always... We’ll discuss: Originals are required Going to the US embassy What the heck is an apostille? ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscribe to my YouTube channel ======...

As 2 solo business owners, we’ll share our favorite tax deductions Kind of a nerdy topics, but who doesn’t like to talk about saving money, yes? We discuss our favorite deductions and why Software Programs Advertising Independent Contractors Freelancers Home Office YouTube equipment Lastly, we’ll name our least favorite solo tax deductions, and why ========== READ Pick up my books on Amazon . Revi...

Talking with Paul Maskill about how to automate your business, from delegating, to virtual assistants, to automation. Learn more about Paul at https://www.paulmaskill.com . ========== READ Pick up my books on Amazon. Reviews always appreciated! ========== JOIN Sign up to my email list for book announcements ========== WATCH Subscribe to my YouTube channel ========== LISTEN Subscribe to the “Simple...

Selling a Decedent’s home, especially parents, can be tricky. So we’ll share some tips from our experience as executor and probate attorney Who owns it? Go to court Vacate the house Clean it out Only minimal prep Lastly, I talk about how to deal with a common problem: the wannabe flipper ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email li...

Brian Winch shares how he earns a 6-figure income, essentially going for a walk every night. Pickup a copy of his guide "Cleanlots: America's Simplest Business, a Parking Lot Litter Removal Business You Can Be Proud Of" on Amazon Or visit Brian's site https://cleanlots.com to learn more ========== READ Pick up my books on Amazon . Reviews always appreciated! ========== JOIN Sign up to my email lis...