If you are considering putting your estate plan together you may want a little background as to what role fiduciaries play. Different documents do different things and you may be asked about who you will name as your successor trustee, executor, or agent for health care. Each role has unique responsibilities so here I will provide a brief summary: Executor An executor is a person named in your Will to steer your assets through probate court and ultimately distribute those as

Many people feel confused about what they need to get their estate in order. Here are the essentials of a basic estate plan: 1. Will. Your Will is a legal document in which you give certain instructions to be carried out after your death. The role of an executor is to identify and gather all assets, identify all debts and potential claims against the estate, safeguard and protect assets including any real estate investments, and carry out the provisions of the Will for dis

This year is flying by! It’s already May and summer is right around the corner. In a few short weeks kids will be out of school and the beaches will be packed. Hopefully many of you are planning a great vacation or just a short getaway. The prospect of traveling reminds us like nothing else of the importance of having your Will and other estate planning documents in order. So what are the most important elements of your plan to remember? Before you head out of town, take time