Judith Heft & Associates, Executor Assistants

Judith Heft & Associates, Executor Assistants

When someone is named executor of a will, it comes with a lot of responsibility.  First, they must put the interests of the estate before their own interests — this is called acting as a fiduciary. If any litigation takes place (like a will contest), it’s the...
The 50/30/20 Rule for Financial Success

The 50/30/20 Rule for Financial Success

If you’re starting out and trying to save money, you’ve got to create a budget — or as I prefer to say, a spending plan. A helpful rule of thumb for making that spending plan is the 50/30/20 rule.  50% of your income should go to your fixed expenses. The fixed...
Set a Reminder: Update Your Will!

Set a Reminder: Update Your Will!

The number one reason I hear people say that they don’t have a will is because they can’t agree on who should be the guardian(s) of their young children. Regardless of the reason, people without wills are at risk of having their estate divided according to...
Seasons Change

Seasons Change

Thanksgiving is right around the corner. Huge efforts will be taken to avoid politics at the table, no doubt. We’re also faced with the fact that time goes on without us, and our parents may have deteriorated since the last time we saw them. Vision problems and...
Mortgage Escrow Accounts: A Homeowner’s Best Friend

Mortgage Escrow Accounts: A Homeowner’s Best Friend

The home-buying process is known for having little nooks and crannies filled with things you never heard of, and people never told you about (and they usually cost no less than $100). That’s why I’m happy to spill the beans today about something good you may not have...
Being Productive with Asana

Being Productive with Asana

Recently someone asked me what sort of “stuff” I use to stay organized. We had just finished completing our operations manual, and I realized the best organizational tool I had at my disposal during that process was productivity software. A few weeks prior, my...
Essential Documents for the College-Bound

Essential Documents for the College-Bound

It’s the time of year when our esteemed adolescent Americans return to their homeland: college. Some of them are going for the first time, and their parents are going absolutely insane trying to cover all the bases for the dorm room. But there are some other things...
Picking Gems Out of the Clutter

Picking Gems Out of the Clutter

Today I want to talk about decluttering because that’s what I’m doing right now! Because of some of the blogs I’ve written in the past, my friends and family see me as a ruthless “tosser” (not in the British sense!).  The truth is, even though I love the...