Estate Planning
Dec 20, 2022
Strategic giving: A quick holiday guide
Whether you are new to the idea of financial giving to incur benefits, or a seasoned professional, this post covers all you need to know.
Estate Planning
Dec 20, 2022
5 Reasons Why You Should Consider an Estate Plan for the New Year
With the New Year fast approaching, most of us are in a reflective mood. What did we accomplish in 2023? And what can we do better in 2024?
Estate Planning
Dec 11, 2022
The Conversation: Talking with your family about estate matters during the holiday season
The holidays are one of the few times the entire family gets together during the year. That also means it's a great time to talk about estate planning.
Dec 06, 2022
Can't find the original trust documents? here's where you should start looking.
If you can't find the original trust documents, here are the most common (and uncommon) places to find the trust document.
Nov 08, 2022
November is Make a Will Month
Estate Settlement
Nov 03, 2022
How to post a notice to creditors in newspapers during probate
Notifying creditors of a death is one of the first step you need to take as an estate administrator, here's how to do it;
Estate Settlement
Oct 24, 2022
How does an executor sell a car?
Selling a car belonging to someone who is deceased can be tricky, in this post we outline how an executor will sell a car belonging to the deceased.
Estate Settlement
Oct 24, 2022
What estate expenses are tax deductible?
Settling an estate can get expensive pretty quickly. Here’s what you need to know about tax-deductible estate expenses.