Estate Planning

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Five Big Mistakes Executors Make…and How to Avoid Them

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set-up to do your job

By |2020-07-29T14:49:38+00:00July 28th, 2020|Asset Protection, Estate Planning, Family|0 Comments

Wills and Trust’s

The Foundations of Your Rock-Solid Estate Plan   For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now-health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your assets so

By |2020-07-29T14:53:03+00:00July 23rd, 2020|Estate Planning, Wills and Trusts|0 Comments

Estate Planning: Don’t Forget Your Pet!

If you are part of the 68% of U.S. households that own a pet, you probably think of it as a true member of the family-one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to ensure the family dog,

By |2020-07-29T14:54:39+00:00July 23rd, 2020|Estate Planning, Family|0 Comments