Category: keeping it

Executor Testing of an Estate Plan

So, you are the executor, or maybe the successor trustee for a family member’s estate. Waiting until your family member dies is probably not the best way to get introduced to what is in...

Have You Ever Tested Your Estate Plan?

You are a smart person who has been around financially. Your success led you to realize that you would have financial assets left at death and you have created your estate plan. You probably...

Test Your Own Estate Plan

If you have set up your estate plan with the various typical recommended documents, you are two steps ahead of the game. However, as evidenced by numerous estate transfers gone bad, your plan may...

Be Careful with Debts of the Deceased

Anyone charged with handling someone’s estate, whether they be trustee, executor or personal representative – or even just an estate administrator, takes on a degree of risk. Having legal counsel help you through the...

Alternatives to a Traditional American Burial

Conrad Richter, in the book, The Trees, describes the burial of Sayward’s pioneer mother. Sayward was just a teen, but she took charge of preparing her mother’s body for burial – instructing her sisters...

Prepare Your Child to Leave the Nest

Most everyone experiences a downgrade in their lifestyle when they leave the nest. As children and teens and even as young adults, we are immersed in the lifestyle of our parents. That becomes our...

How to Re-charge Your Annual Family Meeting

If you have family meetings between the various generations and family units every year, you may find that family members lose interest in those meetings over time. We’ve had meetings for the past four...