Continuing The Tradition Of EXCEEDING EXPECTATIONS

Year: 2022

What is a pour-over will?

A pour-over will is an estate planning tool that can ensure that all your assets are accounted for. It avoids the problems that can occur when people are left wondering what to do with assets that you forgot to include in your estate plan. When you first create your...

3 attributes of good estate executor

Once you have made your estate plan, you need to designate someone to put it into practice when you pass away. If you forget to pick someone, the probate court will choose someone for you, but typically it’s best to make your own choice. Here are some qualities you...

Who pays the taxes on your estate?

As you do your estate planning, you realize that you probably cannot plan everything out so that your heirs don’t have to take care of any details. If you were to pass away unexpectedly, for instance, someone would still have to pay the property taxes and your income...

Handling your parents’ estate

It can be difficult to handle the death of a loved one, but when you are left to deal with their estate, things can get even more complicated. If you have been named executor in your parents' will, it is important to know the next steps. The responsibilities of an...

Don’t delay your estate planning

When you ask people why they haven’t created an estate plan, one of the main reasons they’ll give you is simply that they are procrastinating. They won’t say it this way, necessarily. But they’ll talk about how it’s something that they mean to do in the future or how...