Being the executor of an estate is not a task to take lightly. An executor is the person responsible for managing the administration of a deceased individual's estate. Although the time and effort ...

A last will and testament ensures your belongings are bequeathed to your family and your last earthly wishes are fulfilled after your death. But getting your affairs in order in the social media age ...

Far too many of us put off finalizing estate documents because we get hung-up on one or more decisions where we believe we have less than optimal choices. Over my next few posts, I will provide my ...

As advisors increasingly embrace the family office and holistic wealth planning, conversations with clients frequently turn to a basic and significant aspect of estate planning: the office of the ...