Helping Your Executor Get Started

Let's say you've gone through the trouble of creating an estate plan, made the hard choices about inheritances, and have chosen the right people to serve in important positions. First, congratulations on all your hard work. Second, you've got a little more work ahead of you. When it comes to administering an estate, executors can often spend a lot of wasted time in the early stages if …  read more

Estate Planning and Safe Deposit Boxes

When it comes to estate planning, some key steps involve the practical details and potential hazards that may arise in common situations. For example, many people own and use safe deposit boxes to keep valuable items. While safe deposit boxes are often a good idea, they can pose problems during the probate process if you haven't taken the appropriate steps to ensure the right people can …  read more

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Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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