What Exactly Does an Executor Do?
The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.
January 16, 2023
Blog Articles
Estate Planning Mistakes to Avoid
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important.
December 27, 2022
Factors to Consider when Picking Executor, Trustees and POAs
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
November 10, 2022
What’s Involved in an Estate Inventory?
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
November 7, 2022
Top 10 Success Tips for Estate Planning
Estate planning is one of the most important steps you can take for yourself and your loved ones.
October 31, 2022
Estate Planning
Should You Update Your Estate Plan?
Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.
May 20, 2022
Estate Planning
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
September 22, 2020
How Do I Handle Inheritance?
The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.
September 12, 2020
What Does Pandemic Estate Planning Look Like?
The coronavirus pandemic has certainly caused havoc and concern for many people, particularly in regard to their health and their finances — and these two areas intersect in estate planning. So, if you haven’t drawn up your estate plans yet, or you think they may need to be revised, now may be a good time to act.”
September 11, 2020
Estate Planning
What Parts of Estate Plan Should Be Reviewed in the Pandemic?
Many people are taking this time at home during the COVID-19 crisis to update their estate plan. Here are six critical estate plan components you should focus on, in light of the current pandemic.
June 30, 2020
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