If your father, mother or another loved one named you as their executor, they likely meant it as an honor. It means they trusted you. They felt you were the right person for the job. But—yes—it is a job. Often a big one. Being executor means tending to a lot of...
Month: December 2019
5 Ways Estate Plans Can Do More Than Transfer Assets
The best estate plans are drafted to meet specific goals. They use just the right combination of tools and strategies. But before you set your goals, you might first want to learn more about what an estate plan can do. You may have already heard that there’s more to...
What can trusts do for you?
If you’ve been thinking about creating an estate plan, you may have learned that wills aren’t the only tools available. In fact, in many cases, wills aren’t even the best tool in your kit. Trusts are often better, and as Barron’s notes, they aren’t just for the...
5 reasons to update your estate plan
Most people don’t take the time to create an estate plan. Instead, they trust the state to distribute their assets according to intestate laws. This means if you’ve written a will or put any of your assets into a trust, you’re already well ahead of the curve. But are...
