What Do Successor Trustees and Executors Do?

Posted on: February 20th, 2018
Designating the same person as the executor of your estate and your successor trustee will minimize expenses, but naming different people to those positions will not allow one single personal to have unilateral control....

Are Payable-On-Death Accounts Right For You?

Posted on: February 13th, 2018
A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the court-supervised process that oversees distributing a deceased person’s property. ...

Why Your Estate Planner Needs to Know If You’ve Lent Money to Family

Posted on: February 6th, 2018
Before lending money, it is important to carefully consider how the loan should be structured, documented, and repaid. ...

Debt After Death: Why You Should Think About It When Estate Planning

Posted on: January 30th, 2018
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. ...

How Your Health Savings Account (HSA) Works with Your Estate Plan

Posted on: January 23rd, 2018
Overall, HSAs can be extremely useful tools in retirement, tax planning, and estate planning, but the tax rules surrounding them are complex. ...

Organizing for Tax (and Estate Planning) Season

Posted on: January 16th, 2018
This flurry of tax prep activity is the perfect opportunity to get your estate plan in order, too, and kill two birds with the proverbial stone. ...
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