Clearing an estate can be a costly experience. Here are some tips that can help you expedite the process, possibly resulting in more dollars to be distributed through the estate.
- Locate the key financial documents. Make your solicitor’s job easier. Find the last Will, recent bank statements, life insurance policy, deeds, share certificates, tax returns – all the kinds of documents the solicitor will need to complete the estate administration.
It seems many of my clients have moving on their minds. The husband has been transferred. The wife has accepted a promotion. The retirees are about to enact their plans for their long-awaited sea change (I must insert here that my husband is extremely jealous of this couple). All of these people are in a great position when it comes to moving. They all have time on their side to plan an organised move.
If you’re looking at moving here are a few tips that will help you on your way.
- Start early. Start working through your home, one room at a time, well before moving date. Sort and purge so you only take what is important to you to your next home. There is absolutely no point paying to have clutter relocated from one property to another. You could donate, sell or dump items well in advance. Sorting and decluttering is good for the soul.
I think we all know someone who has inherited lots of "stuff". Maybe valuable, maybe not. More than likely this "stuff" comes into its new space with mixed feelings. Comments I hear regularly are along the lines of "I really feel like I should keep it", "What am I going to do with it?" and "OMG - why did they keep all this "stuff"!
When you're talking estate clearances, more than likely the recipients of the treasured "stuff" already have what they want and need. The china setting grandma loved may give rise to sentimental thoughts, but the kids aren't likely to use it and definitely won't have it on display! So what can you do with accumulated treasures acquired from relatives? Here are some ideas.
If you follow me on Instagram you would have seen over the past couple of weeks I've been practicing what I preach. I stepped away from work & took a holiday. Work/life balance is so important, and yet so many of us (myself included) struggle to get it right. I don't think there's a magic formula to achieving balance, but I do think it's important to try, to make it a priority, to mark out some time in the work schedule & get it happening!
Here are just three benefits you'll experience if you do close your laptop & disconnect from the online world.
1. You'll lose weight. No - just joking. Unless you plan on really ramping up your exercise over your break instead of sitting at your desk, chances are you won't lose weight. You will, however, reduce the risk of work burnout. Work stressors that flow into your personal life can result in burnout.