March 4, 2021 •
Estate Planning ![]()
By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.
Read MoreFebruary 10, 2021 •
Estate Planning ![]()
It’s possible to make changes to your will after it’s written, including removing or adding an executor, if necessary.
Read MoreFebruary 8, 2021 •
Estate Planning ![]()
When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.
Read MoreFebruary 4, 2021 •
Estate Planning ![]()
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.
Read MoreFebruary 3, 2021 •
Estate Planning ![]()
Given the expectation the Biden administration will roll back some of Trump’s favorable policies of the past four years, tax consultants and accountants are already hard at work. But for HNW women, dealing with election fallout is minor, compared to the bigger fish they have been frying in the tax pan for decades.
Read MoreJanuary 28, 2021 •
Estate Planning 
A letter of last instruction is a document that outlines funeral planning processes and arrangements. A letter of last instruction should not be confused with a will or testament, which is a legal document that expresses an individual’s wishes on how and to whom their estate should be transferred after their death.
Read MoreJanuary 5, 2021 •
Estate Planning ![]()
If you pass away without a will, a state court generally decides who gets your assets and, if you have children, who will care for them.
Read MoreJanuary 4, 2021 •
Estate Planning ![]()
You must now make sure that your loved ones have access to your digital assets should you die.
Read MoreNovember 20, 2020 •
Estate Planning ![]()
A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.
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