Losing a loved one can be incredibly difficult, both emotionally and logistically. Here is the definitive guide and checklist outlining all of the important things that need to be considered following the loss of a loved one in 2024.
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While a Health Savings Account can be a helpful investment tool, it’s important to consider where HSA funds will go when the account owner passes away.
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Intestate succession, or the distribution of assets when a person dies without a will, can add a layer of complication and stress to the probate process.
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As an advisor, are you prepared to advise clients through generational wealth transfers? Invest a few minutes to learn a few easy but valuable tips to connect with the next generation and help establish you as a trusted advisor.
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Navigating estate settlement, which often also includes probate, can be an unfamiliar and intimidating process for unprepared wealth advisors. In this 1st part of a 3 part series, we break down steps for getting up to speed, review helpful resources and share tips for finding your unique role in assisting your clients.
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As a professional that has spent my 30-year career servicing the fiduciary industry, here are 3 tips (lessons learned) that a future executors can take action on ahead of time to result in a swifter and smoother probate process.
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While letters testamentary and letters of administration are often used interchangeably, they are not the same thing.
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