By: Douglas E. Godbe, Attorney at Law An executor is the person or corporate fiduciary (trust company) that is appointed under your will to manage your estate after you die. The executor will: offer your will to the court for probate; marshal your assets; file an inventory of your assets with the court; pay all debts, expenses of administration, and [...]
If you love your family, give one last parting gift. Tell them where to find your Will and Trust documents. Better yet, organize your documents! On several occasions, executors have walked into a decedent’s house with no idea of where to find bank statements, life insurance policies, or settlement statements just to name a few. Instead, he/she has found a [...]
The preparation of living wills, powers of attorney, and health care proxies is extremely important for everyone over the age of 18. Dying may not be an issue any of us wants to think about. However, if you have been through one of these cases, you cannot deny the importance of those around you having specific direction on your decisions. [...]
By: David Cole and Polly Agee That’s right – retirements – plural! Think about it. Are you ready to retire in the traditional sense, or are you just ready for a mid-life change – your FIRST retirement – designed to pursue other careers or interests?Generally, when we think of retirement planning we think of financial planning. However, have you ever [...]
