Category: Estate Planning

Will Your Successor Trustee Also Be the Executor of Your Estate?

As complicated as life can be, reconciling an estate after our death can be a tremendous task for surviving loved ones. Even if a person

What Is Probate and How To Avoid It

We all know at least one story of a family relationship harmed by a contentious inheritance fight after the death of loved one. The general

The SECURE Act

Comprehensive federal legislation referred to as the Setting Every Community Up for Retirement Enhancement (SECURE) Act (the “Secure Act”), became effective on January 1, 2020.

What’s the Difference Between Acting under a Power of Attorney Document and Serving as an Executor of an Estate?

Planning for end of life can be more than a little intimidating. (Perhaps that’s why 76% of respondents in a recent survey thought having a Will was