We all know we need an up-to-date will, and we know a critical part of a valid will is the appointment of our executor or trustee. So who have you…
Tag: estate
Preserving Your Estate
What is estate preservation? Estate preservation entails using tax strategies to protect as much of your estate as possible from income tax and other costs when you and your spouse…
Preserving Your Estate
What is estate preservation? Estate preservation entails using tax strategies to protect as much of your estate as possible from income tax and other costs when you and your spouse…
Being an Executor
What is an executor? The executor is the person who administers the estate (assets, debts and possessions) of a deceased person according to their will, or according to law if…
Why You Need a Professional Estate Executor or Trustee
We all know we need an up-to-date will, and we know a critical part of a valid will is the appointment of our executor or trustee. So who have you…
Estate Bonds
What is an estate bond? The “estate bond” concept or strategy is the use of life insurance to preserve and accumulate wealth and defer taxes and thus increase the value…