Tag Archives: trustee

Your Time Is Valuable: Get a Jump Start on the Estate Planning Process

We all know that time is precious, especially if you are one of our nurses or front line healthcare workers.

You work tirelessly caring for others and may not have a lot of free time to think about things like your own estate plan. However, if you are able to answer the following questions or at...
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What is Ancillary Probate and How to Avoid It

Many people own property in more than one state -

perhaps a vacation home in Florida, a rental property in a former home state, or even a car titled in another state. It is important to think about how that property will be handled as you create an estate plan. Without proper planning it may be necessary...
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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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Three Keys to Protecting Yourself from a Rogue Executor

Unfortunately, sometimes a death in the family can bring out the worst in people.

Indeed, family resentments sometimes simmer during a time of grieving - particularly when money and assets from the deceased’s estate are involved. If you are a beneficiary under a loved one’s estate plan, you may...

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