Remember: Your Named Beneficiaries

Remember: Your Named Beneficiaries

I always prefer fall cleaning to spring cleaning because I’m beautifying the place I will be stuck in for most of the winter. If you’re fall cleaning too, you can make this a time to gather your important documents, review them, and make a forever home for them. There...
Drop Everything And Get A Will

Drop Everything And Get A Will

Writing a will forces you to confront your own inevitable demise, and who wants to do that? Loving parents, that’s who. A will can be a broad document that not only covers finances, but also who will get custody of your children. It’s called appointing a guardian, and...
Do You Need An Estate Plan?

Do You Need An Estate Plan?

Planning an estate can be unpleasant to think about. Going over worst-case scenarios is usually something reserved for zombie movies or nightmares, not something anyone would consciously attend a meeting to discuss. It might shock you to know that only 42% of adults...
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...
No, really. You need a will.

No, really. You need a will.

Planning an estate can be unpleasant to think about — going over worst-case scenarios is usually something reserved for nightmares, not something you would consciously attend a meeting to discuss. In my experience, the most common reason parents don’t get wills is...