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Addiction and Estate Planning
or renew a bond. See for yourself, today: The Partnership Account® for Professional Fiduciaries . Colonial Surety is rated “A Excellent” by A.M. Best Company, U.S. Treasury listed, and licensed...
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Age Well: Planning Advice for Women
...duties with loyalty, care, good faith, confidentiality and prudence. When it comes to selecting fiduciaries, it’s common to appoint a relative or friend, though keep in mind that sometimes appointing...
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Court Ruling on Holographic Will in Texas
Company. This complimentary business service provides attorneys with user-friendly client management dashboards to coordinate, view, complete and e-file the court and fiduciary bonds clients need. Stop shuffling around to help...
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Passkeys To The Rescue?
the money and data in our accounts, while making the jobs of cybercriminals easier. For retirement plan sponsors, disseminating information on the proper use of passwords has become an especially...
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Personal Representative?
When we die, someone has to bring our affairs to closure. This is true whether we have left a will, a trust, or, die without a plan. The name...
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Make A Balance Sheet
assistance. It’s also easier to understand exactly what you will be asking your representative to do when it comes to overseeing your intentions. Add It Up If we are...
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When Does a Will Become Public Record?
...in court, becoming public record. Publicly Filing A Will Generally, a will is filed in probate court, by the executor named in it, upon the death of the testator—the...
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Everyone Needs An Estate Plan
...A complete estate plan goes farther, allowing for us to arrange for our own financial and medical care and decision making in the event of unforeseen capacity declines. Leaving Loved...
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Digital Accounts? Estate Planning Tips
...you want your online accounts and all digital content handled when you die or become incapacitated” alongside your official estate planning documents. Beirsdorfer offers these additional tips for leaving digital...
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