After we are gone, a lifetime of belongings remain – and there are hidden risks and costs buried beneath the piles.
Comedian George Carlin once joked that a house is just a place to keep your stuff while you go out and get more.
Caring for yourself and planning for your future helps ensure that you can continue to care for a loved one over the long term.
Contingents, like backup quarterbacks, are best viewed as necessary additions to your decision-making team.
Executors, trustees, and agents under powers of attorney are all fiduciaries. If they make mistakes—even unintentionally—there are consequences.
It is important to take stock of all the “stuff” beyond the legal documents for the Personal Representative charged with managing your estate.
The holidays serve as a reminder of how quickly life happens. Will you suddenly be asked to help care for a loved one?
Estate planning is important for everyone – It is about protecting yourself, your loved ones, and your hard-earned money.
Selecting an executor or trustee to oversee your will or trust requires careful consideration. ACTEC Fellows Lorraine Cavataio and Stacy Singer clarify the duties of an executor or trustee, traits to look for when selecting an individual(s) executor or trustee and when to consider a corporate trustee.