Tag: estate records

The Right Executors Save You Money

When you make or change your will, you must name an executor. Executors are in charge of all your stuff when you’re gone. It’s easy enough to do. You come up with a name or two. But that does not mean you won’t make mistakes. Yes, executor…
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Executors Who Are Professionals Need This Checklist

You are a professional and your client asks you to be their executor. What do you need to know before you say ‘yes’? I identified the top 10 questions you should ask to protect yourself. 1. Are you ready to transfer your professional, impersonal relationship into a…
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