September 24, 2020 •
Estate Planning ![]()
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Read MoreAugust 5, 2020 •
Estate Planning ![]()
So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.
Read MoreJuly 15, 2020 •
Estate Planning ![]()
Without an estate plan in place, clients will be reliant on state laws and probate courts to appoint individuals who will be responsible for financial affairs and health-care decisions, in the case of illness and ultimately the transfer of assets upon death.
Read MoreJune 16, 2020 •
Estate Planning ![]()
Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone else, it pays to understand what the role requires.
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