The latest industry news and resources
Creating a Comprehensive Asset Map: Tools for Executors to Track Estate Assets
Estate settlement involves asset distribution, management. Executors use tools like spreadsheets, software, and professional advice.
Minimizing Family Disputes: Clear Communication Strategies for Estate Planning
Effective estate planning: start early, be transparent, seek professional guidance, involve family, update documents, clarify intentions, encourage communication.
Managing Unknown Liabilities: Tips for Discovering Debts in an Estate
Tips for managing debts in an estate: gather documents, check mail, credit reports, contact creditors.
From Grief to Guidance: Helping Families Cope with the Loss of a Loved One and Financial Responsibilities
Grief and financial responsibilities after loss require support, communication, and professional guidance for healing.
How to Find and Transfer Vehicle Titles During the Probate Process
Probate process for transferring vehicle titles involves locating title, initiating probate, transfer, update registration.
The Probate Timeline: What to Expect During the Estate Settlement Process
Probate is the post-death legal process of validating wills, inventorying assets, settling debts, and distributing.
How to Locate Pension Benefits and Retirement Plans for Deceased Loved Ones
Guide on locating pension benefits and retirement plans for deceased loved ones. Gather documents, contact institutions.
Life Insurance and Estate Planning: How to Leverage Policies for Future Security
Summary: Life insurance essential for estate planning, providing financial security and liquidity, considering policies and trusts.
Uncovering Joint Accounts and Shared Assets: What Executors Should Look For
Dealing with joint accounts and shared assets in estate administration requires proper identification and distribution.
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