18 Sep 2017
0 Comments7 best tips for organizing your estate now
Beyond preparing and updating the legal documents in estate planning, people often ask how else they can best organize their estate. Here are seven tips worth More
18 Sep 2017
0 CommentsBeyond preparing and updating the legal documents in estate planning, people often ask how else they can best organize their estate. Here are seven tips worth More
20 Feb 2017
0 CommentsLast week, my friend Rose called me. She was visiting her 80-year old mother, when her mom got a call from an advisor at the financial institution that holds More
23 Feb 2022
1 Commentthe role of an executor
As executor for an estate, the job of fulfilling a loved one’s wishes, may seem opaque at best. But if you understand the purpose behind the work, it will go a long wayMore