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Monthly Archives: January 2023
Finetuning your will to reinforce your estate plan
Having a will provides a great point of reference for your surviving family members as they prepare to close your estate. It can also provide visual reassurance to you that…
Preparing for your role as an executor
Having the responsibility of closing an estate requires time, patience and organization. Prior to accepting a request to be an executor, make sure you understand what your obligations will be.…
Power of attorney abuses to look out for
A power of attorney (POA) is a legal document that gives another person the authority to make decisions on your behalf. Several types of POAs exist, including a durable POA,…
The difference between an individual and corporate trustee
Establishing a trust can be an excellent decision for your financial legacy. However, with the establishment of a trust, you have to make several important decisions, includingestablishing a trustee. You…
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