News & Knowledge
Keeping our clients updated, educated, and informed.
National Estate Planning Awareness Month: Protection, Security, and Peace of Mind™
October is National Estate Planning Awareness Month – a timely reminder to make sure your estate plan protects you, your family, and everything you have worked to build. From Wills and Revocable Living Trusts to incapacity planning, Medicaid planning, and asset protection, thoughtful planning today can provide Protection, Security, and Peace of Mind™ for the future.
Five Things to Know Before Becoming an Executor of an Estate
When someone asks you to serve as an executor of their Last Will and Testament, it is an important role that you need to take seriously. If you don't have experience as an executor, it is important to know what to expect. There are a few main facts to understand to ensure you're prepared and can avoid mistakes.