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Being the executor of a will involves a process that’s as administrative as it is emotional.

Unlike financial assets, which can generally be divided easily amongst heirs, tangible personal property is unique. And the complexity of distributing a lifetime’s worth of possessions is something that many people overlook.

Do-it-yourself estate planning can be dangerous if you don’t know about potential traps.

Studies, including a five year one done with the support of the US government, have shown some pretty amazing benefits, including: lower blood pressure, increased self-esteem, less depression, lower stress levels, longer life, and greater happiness.

It’ Your Estate Quiz and Answers for the fall 2020 workshop session

Do-it-yourself estate planning can be dangerous if you don’t know about potential traps.

There’s no time like the present to make sure all your estate-planning ducks are in a row.

It probably seems like your worst nightmare: Your parent has just died, and as you begin the painful and exhausting process of grieving, you learn you have basically been made secretary of his or her death.

A time-tested method to protect assets as people age is starting to blow up on baby boomers.

Do you get the recurring question from clients that I do, from time to time, about bank accounts?