The executor of a will, also known as the personal representative, has certain responsibilities during the probate process. The individual drafting a will is the person who names the executor. The executor’s most important duty is to ensure that a decedent’s will is administered properly and that assets are distributed in accordance with the will’s terms.read more
For many the month of October brings to mind Halloween or haunted theme park adventures, scary movies, fall weather and pumpkin spice everything. Yet, what most don’t know is that one week in October has been designated by a House Resolution as National Estate Planning Awareness Week (starts October 21st). Even Congress has recognized the […]read more
WHAT IS ESTATE PLANNING? Estate planning is the process of planning ahead for the management of your assets in the event that you become incapacitated or for the management and/or distribution of your assets after you pass away. The most popular planning devices are going to be the last will and testament (“a will”) and […]read more
What is the SECURE Act? The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed by President Donald Trump on December 20, 2019 to address some fundamental aspects of the retirement savings system. The Act is considered to be one of the most impactful pieces of legislation affecting retirement accounts in decades. […]read more
Estate planning is the process of planning ahead for how your assets will be managed in the event of your own incapacity or death. When it comes to estate planning, no one plan fits all – each person has their own unique goals in mind and their plan should be tailored to their specific objectives. […]read more
This e-book is packed with useful information on trusts, wills, avoiding probate and more.