Tagged: estate

Getting Consensus on Pulling the Plug

If you are the person charged with handling your loved one’s estate after their death or incapacity, you very well may also be on the short list to make life or death medical decisions...

Executor Timeline

Your loved one has died and you are responsible for settling the deceased’s estate. There is nothing easy about that. You are responsible for making sure that your loved ones affairs are handled appropriately...

Becoming a Family of Wealth

Carnegie, Rockefeller, Astor, Vanderbilt and Rothschild are all names of families with wealth – wealth held across many generations. Just hearing the names causes pictures of polished silver, wood paneling and yachts to form...

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...