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Displaying 253 results for: Executor Bond
Court Bonds 03.08.2023

Executor and Beneficiary?

  Yes, it is possible to serve as an executor for a deceased loved one—and be a beneficiary of some of their assets too. In fact, quite commonly, the executor named when a will is…
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Executor and Beneficiary?
Court Bonds 03.08.2023

Estate Planning Optimized

Estate Planning Optimized We tend to equate estate planning with preparing for death and gifting assets to loved ones. In the face of both longer life spans and increased awareness (thanks COVID?) that anything can…
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Estate Planning Optimized
Court Bonds 03.03.2023

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 for this role differs depending…
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Personal Representative?
Court Bonds 03.03.2023

The Probate Process: An Overview

  The public process of reconciling the affairs of the deceased can be confusing and filled with terminology that is not typically used on a day to day basis. Understandably, grief can interfere with navigating…
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The Probate Process: An Overview
Court Bonds 02.24.2023

Trusts Require Careful Decisions

  Setting up a trust can be a very helpful way to put plans in place for our assets—and future care needs too. Experts remind us, however, that trusts are not a magic wand for…
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Trusts Require Careful Decisions
Court Bonds 02.24.2023

Charitable Giving: Will vs Trust?

  Whether you have a little or a lot to gift to your favorite organization or cause, you can arrange to do so via either a will or a trust. Though charitable giving is possible…
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Charitable Giving: Will vs Trust?
Court Bonds 02.19.2023

You Probably Already Started…

  When you open a bank account, or participate in the company sponsored retirement plan, you most likely named a beneficiary. Good news: in essence, you’ve already begun your estate plan. Keep going with these…
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You Probably Already Started…
Court Bonds 02.19.2023

Heggstad Petitions Explained

  Trusts are very useful tools in estate planning: in addition to helping us gift assets to others, they allow us to make arrangements for our own care as we age. Once a trust is…
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Heggstad Petitions Explained
Court Bonds 02.08.2023

Make A Balance Sheet

  Having details about assets—and debts—documented and handy is a great jumping off point for estate planning. With a balance sheet in hand, it’s easier to get appropriate estate planning assistance. It’s also easier to…
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Make A Balance Sheet