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37 search results for: executor

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12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

Every estate plan needs a good helper(s). Choosing those helpers can be tough. Your trustee, guardian, power of attorney or executor will be responsible for making decisions when you become disabled (like from a stroke or dementia) or pass away. But what exactly are they responsible for? Your helper(s) will take on many financial, legal and […]

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The Checkbook Test: Can your executor or trustee pass it?

Good “helpers” are essential to an effective plan. Could the people you’ve chosen as executor, trustee, power of attorney or guardian pass this simple test? Every Estate Plan Needs a Good Helper We talk about good “helpers” a lot, and that’s because they are vitally important to an effective estate plan. Helpers are the people who […]

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7 Things Every Executor Needs to Know Before the Funeral

Being an executor is a big responsibility. One that requires great integrity and diligence. Many people will only experience this role once or twice in their life, and it can be a bit daunting. Here are 7 things for you to consider prior to the funeral: 1. What were the burial wishes? Were they written […]

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4 Things You May Not Know About POA’s

Some people get nervous when they think about signing a Power of Attorney. Maybe they saw a movie where a guy was swindled out of a fortune when he signed one. Maybe giving someone control over your affairs is unsettling to you. Whatever the case may be, Powers of Attorney (POAs) can seem intimidating. In […]

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The Difference Between a Will, a Living Will and a Living Trust

A recent survey on estate planning found that 74% of those surveyed thought estate planning was a confusing topic. That’s no surprise considering estate planning has a language all its own. Today, we’ll sort out the difference between a Will, a Living Will and a Living Trust — three separate estate planning tools with similar names, but different roles […]