It's more than just passing on wealth! Ensure your health care wishes are respected, appoint guardians for loved ones and ...

Estate planning resources Your estate planning checklist Bottom line Estate planning ... Writing down all your outstanding debts can help both your executor and your beneficiaries get a clearer ...

Estate planning doesn’t start in the attorney’s office—it starts with conversations. And too often, those conversations ...

During your financial checkup, review all estate planning documents to confirm they're current and aligned with your intentions. Verify that your chosen executor or trustee is still the one you ...

Here's a handy checklist ... named as executor in the will notify any banks or building societies that the deceased holds savings and current accounts with. Where there isn't a will, a family member ...

How Lawrence Sprung, CFP, Founder and Wealth Advisor of Mitlin Financial, Inc., is talking with families about choosing the ...

As discussed in a previous blog, prior to an executor making distributions from an estate he/she must produce an accounting which the beneficiaries ...