Judith Heft & Associates, Executor Assistants

Judith Heft & Associates, Executor Assistants

When someone is named executor of a will, it comes with a lot of responsibility.  First, they must put the interests of the estate before their own interests — this is called acting as a fiduciary. If any litigation takes place (like a will contest), it’s the...
The 50/30/20 Rule for Financial Success

The 50/30/20 Rule for Financial Success

If you’re starting out and trying to save money, you’ve got to create a budget — or as I prefer to say, a spending plan. A helpful rule of thumb for making that spending plan is the 50/30/20 rule.  50% of your income should go to your fixed expenses. The fixed...
Set a Reminder: Update Your Will!

Set a Reminder: Update Your Will!

The number one reason I hear people say that they don’t have a will is because they can’t agree on who should be the guardian(s) of their young children. Regardless of the reason, people without wills are at risk of having their estate divided according to...
Mortgage Escrow Accounts: A Homeowner’s Best Friend

Mortgage Escrow Accounts: A Homeowner’s Best Friend

The home-buying process is known for having little nooks and crannies filled with things you never heard of, and people never told you about (and they usually cost no less than $100). That’s why I’m happy to spill the beans today about something good you may not have...