Avoid Three Estate Planning Mistakes

Avoid Three Estate Planning Mistakes

Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, get in their way — and cost them more money. After you die, your will...
3 Lies People Tell Themselves About Estate Planning

3 Lies People Tell Themselves About Estate Planning

3 Lies People Tell Themselves About Estate Planning People tend to avoid estate planning like it’s the plague, but no financial plan can be complete without one. Sure, thinking about your own demise doesn’t rate high on the “fun scale,” but not everything in life...
What Is Probate and How Can You Avoid It?

What Is Probate and How Can You Avoid It?

What Is Probate and How Can You Avoid It? Probate court can handle the distribution of an estate’s assets, but there are ways you can avoid it. BRIAN O’CONNELL Probate is an important legal mechanism that dictates where, when and how a person’s...
How To Choose A Trustee

How To Choose A Trustee

Choosing a trustee to manage your estate when you are gone is an important decision and one that should not be taken lightly.Depending on the type of trust you are creating, the trustee will be in charge of overseeing your assets and the assets of your loved ones....
An Executor Checklist

An Executor Checklist

The steps you may need to take to fulfill a major responsibility.If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character. You can approach these...