Category Archives: Estate Planning & Administration

Are Heirlooms and Keepsakes a Part of Your Estate Plan?

When most people think of estate planning, they think of assets that include money, real estate, and personal property.

But, included in someone’s estate could be invaluable personal property, such as family heirlooms or keepsakes. This type of property should not be overlooked in your estate plan just because it may not have a high dollar...
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Four Estate and Legacy Planning Tips for the Suddenly Wealthy

Suddenly coming into money can be both a blessing and a curse.

Whether you just signed a multiyear, multimillion-dollar employment contract, received a significant inheritance, expect a large check from a lawsuit verdict or divorce settlement, or just won the lottery, you need help from professionals to avoid negative consequences from your windfall. Below are four estate...
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Executor vs. Trustee –What’s the Difference?

Estate Executor Duties

An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and responsible for performing under the terms of the will and handling the estate. The laws vary by state, and an executor may work under court supervision or may be able to do...
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Legal Affairs – Autumn Checklist

With the fall season approaching, and everyone getting refocused on school and work, it’s an excellent time to review your legal affairs as well.

To help you do this, we’ve provided a checklist to ensure your legal plans meet your needs and that they are up-to-date. These are just some of the items you should focus...
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