Articles
Executor Risks and Responsibilities: What am I Getting Myself Into?
September 23, 2020Most people have no idea what they’re getting themselves into when they agree to act as executor for a loved one or a friend. Executor ...
Who Needs Estate Organization?
June 30, 2020The Organizer Profile Estate organization is suited to clients 50+ in age, who have considered their personal finances over the years, an...
Estate Organization: A New Category of Planning
June 29, 2020What is Estate Organization? With an aging population and the enormous transfer of wealth before us comes a new category of planning ca...
Dying Without a Will
May 29, 2020DYING WITHOUT A WILL CREATES A LEGACY THAT NO ONE WANTS It’s common knowledge that having a valid Will is a critical first step in esta...
How to Choose an Estate Executor
May 14, 2020Executor Duties Overview The purpose of this article is to provide an outline of the roles and responsibilities of an executor. If you pl...
Executors: Read This Before you go to a Lawyer
January 9, 2020In the initial stages of settling an estate, the only reason for an executor to call a lawyer is if the Will appears to be invalid, conte...