Category Archives: Estate Planning & Administration

Four Estate and Legacy Planning Tips for the Suddenly Wealthy

Suddenly coming into money can be both a blessing and a curse.

Whether you just signed a multiyear, multimillion-dollar employment contract, received a significant inheritance, expect a large check from a lawsuit verdict or divorce settlement, or just won the lottery, you need help from professionals to avoid negative consequences from your windfall. Below are four estate...
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Executor vs. Trustee –What’s the Difference?

Estate Executor Duties

An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and responsible for performing under the terms of the will and handling the estate. The laws vary by state, and an executor may work under court supervision or may be able to do...
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Legal Affairs – Autumn Checklist

With the fall season approaching, and everyone getting refocused on school and work, it’s an excellent time to review your legal affairs as well.

To help you do this, we’ve provided a checklist to ensure your legal plans meet your needs and that they are up-to-date. These are just some of the items you should focus...
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