A Letter of Instruction is a Good Addition
LOIs may also include whatever you think may help the people you leave behind or who would take over if you are not capable.
October 8, 2020
What Does an Executor Do?
My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
October 2, 2020
What Should You Look For In A Trustee?
If you decide to leave assets in a trust for your beneficiaries, consider your designation of trustee carefully. The most important person in the trust framework is the trustee, the one responsible for managing trust assets.
September 30, 2020
Disinheriting A Child As An Heir
What happens when a decedent’s will or trust does not provide for a decedent’s child?
September 29, 2020
Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
September 25, 2020
Life Changes Mean Changes For Your Estate
Second honeymoons are definitely romantic. A third is even more so, unless maybe if each was with a different person. Nothing wrong with that, but it is a game-changer. The will or agreement you wrote 20 years ago, which maybe you have misplaced or forgotten, may not reflect your current thinking — or soulmate.
September 24, 2020
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 23, 2020
How Do I Handle My 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 18, 2020
What Is Involved with Serving as an Executor?
My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
September 17, 2020
Keeping The Family Farm In The Family
Develop a successful transition plan that will provide for you, your heirs and your business.
September 10, 2020