Tag: Tax Returns

We Want to Draft Your Legacy

Who Should Be Your Executor?

July 26, 2022
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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Does Anyone Know Where Your Money Is?

December 1, 2021
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
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Distributing Inherited Assets in Many Accounts

May 7, 2020
I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.
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