Locating Assets
Slow and steady wins this race. Here’s our checklist for locating assets.
What is Probate?
It’s hard to know when to start and when to consult a lawyer. Common deadlines are explained here.
Charitable Bequests
Does your Will name a charity? Giving money away is harder than you think.
Estate Tax Changes
The estate tax exemption amount just jumped to $10 million. Should that change your plans?
Estate Planning Rules of Thumb
Is your plan too complex for your situation? Too simple? Here are some rough guidelines.
Promotion Time
What’s a good age to name children as executor? Maybe 25, even 30, if ever.
Corporate Fiduciaries
Corporate fiduciaries are expensive, but sometimes a wise investment.
Choosing Your Fiduciaries
Fiduciaries are the people that will care for you and your family when you cannot. Here’s help picking.
Trustees
Trustees manage your money long-term. Picking one is easier when you know what they do.