What Exactly Does an Executor Do?
The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.
January 16, 2023
Blog Articles
What’s an Annuity?
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
January 13, 2023
What Does a Last Will and Testament Do?
A last will and testament is essential for every adult. It establishes one’s wishes for distributing their property, whether real or personal, after death.
January 12, 2023
What Did Kirstie Alley Do for Estate Planning?
Kirstie Alley enjoyed the fruits of her labor following a successful career in the limelight, leaving behind a $40 million fortune and massive real estate portfolio.
January 11, 2023
How to Help Create an Estate Plan
The misconception that estate plans are only for wealthy individuals often prevents people from putting a plan in place. However, having an estate plan is beneficial for anyone.
January 10, 2023
Should Each Child Get Equal Inheritance?
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
January 9, 2023
Can Executor Take the Money and Run?
Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.
December 28, 2022
Estate Planning Mistakes to Avoid
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important.
December 27, 2022
Does Estate Plan Need a Trust?
Trusts are sometimes offered as a ‘cure all’ solution to estate planning problems. It is true that some issues lend themselves to the use of trusts.
December 26, 2022
How Charitable Giving Benefits the Giver
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
December 23, 2022
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