Tag Archives: taxes

Biggest Mistakes Executors Make

An article published in the Wall Street Journal earlier this year caught my eye.  It is particularly relevant to those who are serving or have been designated in friends’ or family members’ wills, but it is also important for those … Continue reading

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How to Select Your Trustee

Selecting a trustee is not something to take lightly.  This individual, group of individuals or entity has very important duties and can be subject to liability if they are not carried out properly.  They will oversee your treasured possessions for … Continue reading

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Update Your Will

You should read your will at least every few years to make sure it is current. It is amazing how many people think they designated one person to serve as executor only to discover they designated someone who they now … Continue reading

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What do you do when you lose a spouse?

The loss of a spouse can be very traumatic to the survivor in many ways.  When the spouse who passes away is also the one spouse who took care of the couples’ finances, the death can be even more troubling.  … Continue reading

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