Checklisting you to Death – How to not leave your family guessing. (12 Most Helpful Estate Planning Checklists) Need to get organized and update your estate plan? We have compiled 12 helpful checklists for estate planning + organization. We will take a more in depth look at […]
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What you can do now, to remove the burden placed on your loved ones… Get your affairs in order! Print this check list out and keep all of the documents in safe place next to your estate plan. Whoever you have named to serve as your fiduciary (trustee, […]
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15 Primary Duties of an Executor – Are You Prepared? According to Patrick O’Brien, CEO of Executor.org 1. Learn about the Role and Responsibilities of an Executor Before you dive, head-first, into your executor duties, it makes sense to understand what your executor role will entail. An […]
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6 Warning Signs That You’re Choosing The Wrong Executor If you’re like most of us, when choosing the person to settle your estate after you die, you’ll pick a close family member without much thought. They usually know us best, so naming a spouse, significant other, or […]
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10 Important Questions To Consider When Choosing Your Executor, Trustee, or Power of Attorney (Finance) Everplans.com and CEO and co-founder of Executor.org, Patrick O’Brien, offers insight on picking the right person to settle your estate. The person you name in your Will as executor is responsible for […]
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Although contemplating one’s mortality is never a pleasant thought, proactively planning your estate is a compassionate and responsible gesture that can alleviate stress for your grieving loved ones in the future. Opting to enlist the services of a licensed fiduciary to play a crucial role in administering […]
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EEA SUCCESS STORY #2 – Miss Johnson – The Lonely Widow. Miss Johnson had been living solo for 30+ years since her husband passed away in the 80’s. While she had managed to take care of herself since his passing, it became clear that Miss Johnson was […]
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Guide for First Time Planners There is no better time to start planning for your future than now. We would like to provide you a foundation for implementing a comprehensive and practical approach to the estate planning process. 1. Determine Your Goals What are your overall goals? […]
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Estate Plan – Thinking About the Unthinkable Written by: Anna Tarasyuk / Tarasyuk Law Offices (Torrance, CA) www.tarasyuklawoffices.com When it comes to planning for the unexpected many of us tend to put it off because no one wants to think about their own mortality. But, it is […]
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