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How To Manage a Will and Trust
Understanding Wills and Trusts in Estate PlanningThe Role of a Last Will and Testament“By definition, a Will accounts for a person’s wishes of how their …
Can I Be Sure My Estate Plan Works?
“Your estate plan is much more likely to be successful, when you recognize and avoid the most common mistakes and take some key actions that …
Estate Planning Is a Gift and a Legacy for Loved Ones
“Talking about death makes most of us uncomfortable, so we don’t plan for it. That’s a big mistake, because if you don’t have an end-of-life …
‘Siegfried & Roy’ Star Roy Horn Named Siegfried His Executor
The late ‘Siegfried & Roy’ star, Roy Horn, named lifelong friend and performance partner, Siegfried Fischbacher as the executor of his multi-million-dollar estate, according to …
Still Procrastinating About Your Estate Plan?
“Without an estate plan in place, clients will be reliant on state laws and probate courts to appoint individuals who will be responsible for financial …
What Must Be Done When a Loved One Dies?
“It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex …
Update Will at These 12 Times in Your Life
“It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all …
Elder Financial Abuse Fraud Occurs, When No One’s Watching
“Take, for example, the sad and sordid tax case of Mary Ellen Cranmer Nice vs. United States of America, which would not have existed if …
What Exactly Does an Executor Do?
“Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone else, it pays to understand what the …
Steps To Take When a Loved One Dies
“When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be …