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5 Things to Think About Before Naming Co-executors

5 Things to Think About Before Naming Co-executors

by David Edwards | Oct 6, 2021 | Wills and Trusts

We often get the question, “Should we name more than one child as a co-executor?” In the end, it’s a personal choice as to whether you do or not, but here are some things to think about. 1. Who will really do the work? Often if there are...
7 Things Every Executor Needs to Know Before the Funeral

7 Things Every Executor Needs to Know Before the Funeral

by David Edwards | Mar 5, 2020 | Death of a Loved One, EP-ProbatePage, Home, Probate

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 hard to know what an executor needs to do. Here are 7 things for an executor to consider...
12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

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

by David Edwards | Mar 15, 2017 | Elder Care Advising, Estate Planning

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

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

by David Edwards | Sep 22, 2015 | Elder Care Advising, Estate Planning, Power of Attorney

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...
Old Assets Can “Stink” After a While

Old Assets Can “Stink” After a While

by David Edwards | Apr 22, 2022 | Asset Protection, Estate Planning

Years ago, when I was single, I went out of town and a few days later my condo neighbors called ’cause they smelled a terrible stench. Nothing had died, but turns out I had forgotten to take out the trash before I left. (Thanks Mom and Dad, who made arrangements...
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