3 Tips for Overwhelmed Executors

While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting responsibility. Being an executor (sometimes called a personal representative) requires a high level of organization, foresight, and attention to detail to meet responsibilities and ensure that all beneficiaries receive the assets […]

  • Posted on: Dec 10 2016
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What To Do After a Loved One Dies

If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that person dies, your to-do list such as planning the funeral, coordinating relatives coming in from out of town and (eventually) meeting with a qualified probate lawyer, can be quite overwhelming. First and foremost, take care of yourself during […]

  • Posted on: Nov 21 2016
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Estate Planning: 4 Reasons We Run the Other Way

We understand that it is difficult to focus on estate planning; it sounds about as fun as having surgery. However, we also understand that we all want to make sure that our loved ones are protected and receive our hard-earned assets – regardless of whether we have $10 million or $10,000 and that those assets […]

  • Posted on: Nov 2 2016
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Wills vs. Trusts: A Quick & Simple Reference Guide

Confused about the differences between wills and trusts? If so, you’re not alone. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t Avoid a conservatorship and guardianship. A revocable living trust allows you to authorize your spouse, child or other trusted person to manage your assets should you become incapacitated and unable to […]

  • Posted on: Oct 12 2016
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Wills, Trusts & Dying Intestate: How They Differ

Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many of us don’t take the steps to get that estate plan in place because we don’t understand the nuances between wills and trusts – and dying without either. Here’s what will generally happen […]

  • Posted on: Oct 4 2016
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