Losing a loved one can be incredibly difficult, both emotionally and logistically. Here is the definitive guide and checklist outlining all of the important things that need to be considered following the loss of a loved one in 2025.
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As an advisor, are you prepared to advise clients through generational wealth transfers? Invest a few minutes to learn a few easy but valuable tips to connect with the next generation and help establish you as a trusted advisor.
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Navigating estate settlement, which often also includes probate, can be an unfamiliar and intimidating process for unprepared wealth advisors. In this 1st part of a 3 part series, we break down steps for getting up to speed, review helpful resources and share tips for finding your unique role in assisting your clients.
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As a professional that has spent my 30-year career servicing the fiduciary industry, here are 3 tips (lessons learned) that a future executors can take action on ahead of time to result in a swifter and smoother probate process.
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While letters testamentary and letters of administration are often used interchangeably, they are not the same thing.
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An estate not being able to pay all of its debts, taxes, or inheritance to beneficiaries means it is insolvent. And when this happens, there’s an order to things.
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Most estates don’t need a lawyer, but that doesn’t mean they aren’t useful or necessary in many estate settlement situations.
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