Tag Archives: executor

Who Should You Bring to Your Trust and Estate Administration Meetings?

When a loved one passes, it affects an entire family. However, when it comes to carrying out their wishes, not every family member has an equal say.

In fact, in many cases, only one person—the executor, or personal representative, of the estate—plays a role in administering a will. This role includes gathering the deceased’s accounts and...
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Online Estate Planning? Things to Think About

Call me old-fashioned, but I think estate planning should involve a personalized and continuing relationship, not a transaction.

While some may prefer to use low-cost websites or software because they are more concerned about price than value, think about what they won't be getting. Can LegalZoom or other online providers:
  • Look you in the eye or shake your hand?
  • ...
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An Easy Three-Step Review for Your Estate Plan “Helpers”

While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to.

When it comes to estate planning, your primary helpers are key and they generally include a...
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7 Common Questions About Estate Planning

Not sure if an estate plan is right for you or maybe you're not even entirely sure what an estate plan is?

You're not alone. Many people have questions about the process of getting their estate in order for lifetime benefits as well as having an organized plan after you're gone. Here are seven common questions we...
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