We just posted a link to a Wall Street Journal article about the pitfalls of being an executor. There are more than a few and even experienced financial professionals can run afoul of the sometimes arcane rules. By the way,…
We just posted a link to a Wall Street Journal article about the pitfalls of being an executor. There are more than a few and even experienced financial professionals can run afoul of the sometimes arcane rules. By the way,…
You hear about simple wills all the time. Usually, it means someone executed ‘just’ a will, a will that took care of everything without the need for trusts. You know, simple. We find that a lot of people also think:…
Through a month of Facebook postings – and a few blogs – we realized that if you looked at them all together, at once, we were really running a commentary about being an executor. It just seemed that every story…
A big probate story out of California this week has been all over the news. It’s a bit different and certainly highlights some very common probate themes in a very unorthodox way. There’s – apparently- very few assets to value,…
Find out what you must know to make sure it is done right.
