Do you have an old will? Does it need to be updated? Most changes any estate plan faces can be summed up by examining the “3 L’s”: Life – What has changed in your family, your health or your finances since your last will was created? Law – What legal or tax...
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...
These days, our extended life span creates a lot of challenges when it comes to managing the financial, physical, medical, and emotional reality of aging in America. We recently asked those who are facing retirement, or beginning to struggle with the challenges of...
