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Author: Suzanne KuhnClutter Document Management Donating Estates Executors Family Filing General Project Management Receipts Tax Prep

All About Executors

A picture of a Will for Suzanne Kuhn's postIf you are reading this, chances are that you will need an executor and/or will be an executor at some point in your life. An executor is the person named in a will to administrate the estate of the person who died leaving that will. The job of the executor is to make sure that the deceased person’s wishes, as described in the will, are carried out.
Here are some of the tasks executors perform:

  • Inventorying the assets of the deceased: cash money, financial investments, real estate, collections of valuable objects, the contents of a home, as well as personal articles such as clothing and jewelry (this collection of assets is known as “the estate”).
  • Obtaining contact information for far-flung beneficiaries and heirs named in the will, as well as notifying them.
  • Identifying any outstanding debts of the deceased person and paying them off. Working with banks and other financial institutions to transfer money from living accounts to estate accounts.
  • Calculating the taxes due on the estate, filing the estate tax return, and paying those taxes on time.
  • Assisting an attorney, accountant, or other professional associated with the will.
  • Distributing the estate to the beneficiaries and heirs after all the above has been completed, and disposing of what remains.

These tasks can be complex, full of “red tape” and frustrating, so it is important to choose the right person for the job.

A good executor is:

  • Detail-oriented
  • Comfortable with numbers
  • A good problem-solver
  • Willing to make decisions
  • Patient when faced with frustration
  • Able to be fair and impartial with family members and other heirs
  • Available to spend the considerable time it can take to administer an estate

Too often, people making a will choose their executor based on family dynamics or out of a wish to bestow an ‘honor’ on a special person in their life. They give little consideration to the personal traits and skills needed by the executor, with disastrous results. As a professional organizer specializing in finances and paperwork, I have witnessed these horror stories when the wrong person was chosen for the job of executor:

  • The sibling who was emotionally closest to the parent was chosen as executor. The executor was impatient and unable to be impartial; emotional blowups were frequent during the distribution of the estate, and assets were distributed first to the executor and then to the ‘squeaky wheel’ among the heirs.
  • The will-maker chose the child who had pursued the same career, believing this ensured the necessary qualifications to be an executor. But this executor lacked the time to administer the estate and was easily frustrated when faced with red tape. The will-maker died five years ago and the estate is still not wrapped up.
  • An executor with a lifelong fear of math procrastinated with the numbers and details of the estate, potentially missing tax deadlines and paying penalties and interest as a result.

The key take-away from this post is to choose your executor carefully, based on the skills needed to do the job. But perhaps, you have already chosen an executor who lacks some of these skills, and you don’t want to make waves by changing. Or maybe, you have been named as someone’s executor and feel unqualified for the job. In either case, don’t despair, because help is available. Professional organizers can help inventory the deceased person’s possessions, and can help sell and/or donate possessions not inherited by a specific individual. Some organizers specialize in the organizing of finances, paperwork and information, and can help with these aspects of the executor’s job. A good place to find an organizer to help with the administration of an estate is the ‘Find an Organizer’ link at www.napo-gpc.org.

Author: Ellen TozziClutter General Organizing Photos Productivity

YOUR HOME IS LIKE A CAMERA…

Here is an excerpt from an unknown author I find inspirational:

Close up of a camera lens

Life is like a camera…
Focus on what’s important,
Capture the good times,
Develop from the negatives,
And if things don’t work out,
Take another shot.

 

We can apply this concept to clutter and our homes, as well as to life:

Your home is like a camera…
It contains the “film” on which your lifestyle is imprinted.

Focus on what’s important,
Design your environment to align with your goals and inspirations.

Capture the good times,
Keep only the treasures and let go of what you don’t use or love.

Develop from the negatives,
Develop systems and habits to keep up with daily goals.

And if things don’t work out, take another shot.
Backsliding happens…just restart using those systems and habits!

I hope you find inspiration in these ideas; and remember to:

Carve out time to go through your items and let go of the excess.

Put similar items together where they are used when arranging what you keep.

Develop systems to process mail, clean up, and manage your tasks.

Don’t forget to smile and say “Cheese”… I mean “Ease.”

Author: Kelly GalfandClutter Donating Feng Shui General Organizing Spiritual and Holistic

When You Give, You Get…

conversation hearts: "goodbye" & "Adieu"

Letting go isn’t easy — but when you allow yourself to say goodbye to books you haven’t read, children’s toys that have been outgrown, and clothing that no longer suits your style — you get more than a tax receipt. When you give, you get…

SATISFACTION: Allowing someone else the pleasure of enjoying your stuff feels good (so does recycling).

SPACE: You will literally regain space…

• Whole drawers can be emptied

• Shelves will no longer bow under the weight of your old textbooks

• Closets will sigh with relief that they’re not overstuffed and cramped

Being able to see your belongings enables you to enjoy and appreciate what you have.

FREEDOM: We are privileged to live in a free society, but some of us are slaves to stuff and the need to acquire more. When you let something go, a wonderful emotional freedom grows.

As a professional organizer, I am privileged to witness people stand straighter, smile more freely, and breathe easier by letting go of things that were holding them back. Releasing physical items from our spaces gives us the freedom to decide what will take its place. Let it be positive memories and new opportunities.

Author: Annette ReymanClutter Family General Organizing

Hiring a Professional Organizer

Family gathering at author's home

Celebrating family time at my home

I could NEVER let a Professional Organizer into my house!

This is a sentiment that I hear frequently once someone finds out what I do for a living. The reaction normally sounds something like: “You mean you help people get rid of clutter and get their homes organized? Oh, I need you!” And then, “Your home must be perfect.” This is a response that I, and every organizer I know, have come to expect upon meeting someone new. So yes, helping people free themselves of clutter and get organized is a good way to sum up what I do.

Even though this profession has been around since at least the 1980’s, it is relatively new to the general public and just beginning to be understood. “Reality” T.V. shows have given a glimpse mainly into one small area of professional organizing — hoarding. The industry is so much broader than that.

There are professional organizers who specialize in office & paper management, productivity, time management, home downsizing, digital organization, move-management, ADHD support, senior support, families and children, special needs, and so much more! So, when someone says, “I need you,” they’re probably right. Everyone could use a professional organizer in some way or another, whether to help manage their homes, their businesses or their lives.

To address your curiosity about whether our homes are perfect, I’d like to share a personal story from my recent trip to New Orleans to attend the annual NAPO conference:

Having spent a full nine-to-five day in training courses, an evening of networking with other professional organizers from around the country, and then preparing for the next day’s training, I was exhausted. It was the beginning of the week, and my roommate, a fellow organizer from my chapter, had just arrived. I was so happy to see her and yet apologetic because I had to admit that I sometimes snore at night. In response to my obvious embarrassment, she responded, “Oh, you’re human? Good. I’m human too. I was hoping to get a human roommate.” We laughed and then set out for a walk to the local 24-hour drug store to buy earplugs!

This sums up one of the most valuable benefits you will find if you hire a professional organizer. We’re human, and we expect that you are too — no judgment, no shame, no outrageous expectations. Our goal is to help you by supporting and guiding you in creating peaceful and joyful spaces.

Yes, my home is organized, but no, it’s not perfect. I don’t waste my time on perfectionism. My time is better spent keeping a home that is happy and healthy, comfortable and efficient, so that the people who live in and enter into my home feel the precious value of their own worth.

Author: Vali HeistClutter Digital Apps Electronic Organizing Filing General Goal Setting Home Organizing Project Management Time Management

Happy National Get Organized Month!

clip0001Happy New Year and Happy National Get Organized Month! I always set a few goals for myself and my business each New Year and organizing certainly plays a key role in accomplishing those goals. Over the years clients have asked for my assistance for many different reasons including New Year’s resolutions.

On the other hand, those resolutions are often derailed because “life happens.” Whether you are ready or not, you could lose your job, suffer through an illness, or deal with a divorce. You can’t always be prepared for the ups and downs of life, but being organized can help. Here are my ten organization basics to help you handle the uncertainties of life and achieve those pesky resolutions you are so adamant in keeping. Let’s break it down:

If it takes less than 60 seconds, do it! Whether it’s putting bills away, making a quick phone call, adding a number to your phone, sending a quick email, do it! Take seconds now or hours later.

A home for everything. Finding a home means you know where to put it when it gets misplaced and when you need it — it’s there!

Choose a time management tool. Use a day planner or smartphone to keep track of appointments, tasks lists, self-appointments, and vacation plans.

Keep lists. Use your time management tool for all lists: clothing, household items, food, gifts, etc. Keep sizes and dimensions on the list. Lists save time and money and no more buying things twice (you aren’t the only one).  

Consolidate contact information. Gather mailing addresses, emails, and phone numbers and place them in your time management tool. No more little pieces of paper and sticky notes all over the place.

Convenience is the key. No digging and no searching. Place things where you use them; keep most-used items front and center — no pushing other things aside to get to what you need.

Focus! Small and large task completion requires focus. Break down any large task into smaller, manageable pieces and stay focused: one bite at a time.

Know what to eliminate. Surround yourself with tasks, events, and people who support your goals. Eliminate the rest and learn to say “no” (I have a handout on my website).

Consult the experts. Don’t reinvent the wheel; ask friends for recommendations and referrals; consult the Internet (but don’t believe everything you read); and then trust your judgment.

Maintenance! Things will get out of order (even in my home), so do a little each evening or once a week in order to keep it that way. Have respect for yourself, your time, and your home. Every time you put something away, it’s a gift to yourself.

Whether you are making resolutions are just trying to smooth out life’s bumps in the road, get organized! You’ll be glad you did.

Clutter Quote: “God takes care of the breath of your life; it is your responsibility to take care of the depth of your life.” Unknown

 

 

Author: Naomi CookClutter Donating General Holidays Recyling Seasonal

Recycling Christmas

Recycling arrows decorated for Christmas

The magical holiday season has come and gone and now it’s time to face the reality of the New Year…and the inevitable task of taking decorations down and cleaning up. You can just toss your tree to the curb, but what if you want a more meaningful way to lay your tree to rest? Read on for some great ways to tackle your clean up list and do some good for the planet at the same time!

Recycle Your Christmas Tree: Yes, you can recycle your tree! Just make sure that you take all the light strands, tinsel, and ornaments off before doing so. Earth 911 (earth911.com) offers a great link for anyone to be able to recycle their tree and turn it into mulch.  Type in your zip code and find the closest drop off spot near you.

Recycle Your Shipping Boxes: Of course you can break them down and put them into the recycling bin, or pass them along to a friend who will be moving soon. Note to my colleagues — as Professional Organizers, you can also offer them to clients who are moving, for their belongings and/or for taking away any donations.

Recycle Your Wrapping Paper: If you were careful to unwrap your presents because you love the paper — hang onto it for another gift. Or if it’s a larger piece, create a placemat (by simply cutting the sheet into a small rectangle) or a pretty tray liner. Another fun idea is to use a hole puncher on your wrap scraps to create confetti for your next party!

Recycle Your Gift Bags: Keep your holiday spirit going throughout the New Year! Use them as a lunch bag to bring to work or as a catchall for coupons and sale ads when you’re headed out shopping.

Recycle Your Greeting Cards: Treat your favorite cards to a frame and use them for your décor next year, or keep them up year round. You can “re-gift” them by cutting off the back of the card, which has the writing on it and give it a postcard look, writing on the flipside of the front of the card.

Recycle Your Gift Boxes: Smaller cardboard jewelry boxes work well as organizers in your catchall drawer, while shirt size cardboard boxes can be used to separate stacks of items in drawers and keep them vertical.

I hope you learned some fun tips to make recycling fun. Here’s wishing you a very Happy New Year full of special times ahead with your family and friends, and of course…a clutter-free home!