Estate Planning and Administration

If you have been named the Executor of a Will, you are the person who must carry out what the Will says.  You have responsibilities and rewards. The responsibilities include gathering all of the assets; finding the accounts, the investments, the real property and personal property of the decedent. They also include paying the bills of the decedent and the estate — the funeral and related expenses, the final medical bills, the fees and taxes associated with the estate as well as all of the other loose ends of that person’s life. The Executor (or Executrix in the feminine) has […]

I know it’s no fun to think about this topic, but you are going to leave a legacy when you leave here. For better or worse, you will leave a legacy. I am going to use the next few blogs to cover topics you need to address as a part of your estate plan. If you have a Last Will & Testament in place, that’s great. Look at this blog and the next few as reminders of other steps you need to take.

When you pass away, you will have likely several types of assets. Real Property (i.e., an address with […]

I know it’s no fun to think about this topic, but you are going to leave a legacy when you leave here. For better or worse, you will leave a legacy. I am going to use the next few blogs to cover topics you need to address as a part of your estate plan. If you have a Last Will & Testament in place, that’s great. Look at this blog and the next few as reminders of other steps you need to take.

Be sure that you leave more than just your Last Will & Testament behind. Your Executor will be […]