Articles and Resources

executor

What are My Responsibilities if I’m Named an Executor?

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility. While you have the option of declining the request, the person reaching out likely considers you to be responsible and detail oriented. An executor of an estate typically helps file paperwork, close accounts and distribute the assets of the deceased.

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Having a Will

Straight Talk About Having a Will

Out of sight, out of mind isn’t just an everyday adage—it’s one of the reasons why people 50 and over fail to write a will, update a previous one, or make other estate planning decisions.

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Four Warning Signs an Elderly Parent Is Being Scammed.

Confused about how a Trust works?

Trusts are often associated with the rich. However, the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.

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Is Life Insurance a Good Idea?

Is Life Insurance a Good Idea?

According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn’t even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.

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