Estate Accounts-What You Need to Know
March 10, 2023
Estate accounts are financial documents that provide detailed information about the assets, liabilities, and transactions of a deceased person’s estate. They are an essential part
Tag: executor
Estate Planning Checklist – Items to Consider
February 17, 2023
Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed
Can an Executor Override a Beneficiary?
February 16, 2023
An Executor may override a beneficiary under certain circumstances
Estate Planning for Digital Currency – A Guide for Investors
February 3, 2023
Digital currencies, also known as cryptocurrencies, have become increasingly popular over the past few years, and for many investors, these assets have become an integral
Considering Who to Choose as Beneficiary of Your Estate
February 10, 2022
Choosing a beneficiary is an important decision that should not be taken lightly. A beneficiary is the person or entity who receives the benefits from
The Costs Involved with Probating a Will
December 16, 2021
Probating a Will can be a lengthy and expensive process. Many people are surprised by not only the time the process takes, but the various
Checklist: How to be an Executor of a Will
September 22, 2021
If you are named as an executor – also known as a personal representative – of a Will, you have quite a responsibility. From dealing
