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Executor Rights: How You Are Protected While Administering an Estate
Being named executor of someone’s estate is often viewed as an honor. It means the person who created the will trusted you to handle their affairs and carry out their wishes after death. But once the process begins, many executors discover that the role involves far more than distributing belongings or closing a few bank accounts. Executors must locate assets, pay debts, communicate with beneficiaries, and navigate probate court procedures, which can stretch the estate admi
Tom c/o Wealth Counsel
6 days ago6 min read


Flying Solo: Why Estate Planning Still Matters
who will step in to make important decisions for you if you become unable to do so or who will receive your money and property after your death
Tom c/o Wealth Counsel
May 154 min read


The “Death Box”: Making a Difficult Time Easier for Loved Ones
Losing a loved one is challenging enough without added complications. One way you can take some of the pain out of administering your estate is by preparing a death box, also called a death binder, next-of-kin box, or legacy folder. It serves as a centralized place to organize important information and documents in a productive, practical way, ensuring that all necessary paperwork is kept in a single location and that those who need it know where to find it. Why Create a Deat
Tom c/o Wealth Counsel
Apr 245 min read


Raising Stewards, Not Mere Beneficiaries: Preparing the Next Generation for Inheritance
Steward —a term for someone entrusted with the care of something that does not personally belong to them—is commonly used in such realms as business, public service, and environmentalism. Conservationists may be referred to as stewards of the land. Business leaders may describe themselves as stewards charged with acting in shareholders’ best interests. Public figures refer to stewardship of democracy, taxpayer dollars, and the public trust. The concept of stewardship has also
Tom c/o Wealth Counsel
Apr 105 min read
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