10 STEPS TO SETTLING AN ESTATE Losing a friend or family member is always challenging. Serving as the executor or trustee of their estate plan is a wonderful way to honor them and carry out their wishes. But it can be a long and taxing process. Here’s how to do it right: (1) Talk to…
ESTATE PLANNING IS NOT ABOUT DEATH The uncertain times that we’re in have resulted in a flurry of people concerned about making a last will and testament or estate planning documents. The pandemic has been a wake-up call for many people to address issues of mortality. But there’s much more to estate planning than preparing…
