How to Be an Executor

Here is a checklist of items for Executors.
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Filing the Final Tax Return

What fun! Filing the final tax return for the deceased. This should help with the pain!
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A Trust for Fluffy or Fido?

Please don't think a Will for your pet is good enough.
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Afraid to Sell a Property due to Capital Gains Taxes?

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Are Any of These 11 Mistakes Lurking in Your Estate Plan?

Make sure you have these items taken care of.
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One Call You Must Make After You Buy a Home

After home buying, get your estate in order.
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Protecting Your Children’s Inheritance When You are Divorced

Read this anecdotal story for a good lesson to avoid.
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Why Your Estate Planner Needs to Know If You’ve Lent Money to Family

Loans can be a smart estate planning tool for many families.
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Wills vs. Trusts: A Quick & Simple Reference Guide

What Revocable Living Trusts Can Do That Wills Can’t
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The Biggest Threats to Successful Estate Planning

If you are choosing to treat children or other family members differently, be open and honest about it.
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