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Estate Planning: Wills & Trusts, and Which One Is Right for You

Sam and Barbara have put off having serious conversations about their estate planning for way too long. Luckily, both are in great health and just celebrated becoming first-time grandparents, but at 58 years old, they’re ashamed to admit there’s nothing in place to...

Choosing an Executor

The best way to begin the task of choosing an Executor is not necessarily to look for a family member you trust the most. Rather begin with looking at the job of an Executor, whether volunteer or paid. Below is a list of tasks that are usually expected of the...

Who Can You Trust?

When creating a will or setting up a Trust, you will need to choose someone or a corporate Trustee to carry out the necessary tasks of settling your estate or managing your Trust. You will leave explicit instructions on how you want things handled, and you need to...

Outsmarting Sibling Rivalry

We often think of protecting our assets from loss due to heavy taxes, liability suits and even divorce. One of the most likely threats, often overlooked, is sibling rivalry. Many parents expect sibling rivalry to fade away like other phases of childhood, to be...

How to Choose Your Executor

Whether your estate is large or small, simple or complex, you want to choose wisely who will handle the affairs of your estate when the time comes to pass it on. Many people think of it as an honor to be chosen, and some think of it as an opportunity to have power....
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