Blog tagged as Executor

7 Steps to Actually Completing Your Estate Plan

09/25/2024 04:05 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
7 Steps to Actually Completing Your Estate Plan
Estate planning is a continual process of designating how your assets will be distributed and selecting key individuals for important roles. Here are steps to get through the initial process and to ensure your estate plan is up-to-date.

How to Get Started With Your Estate Plan

10/15/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Get Started With Your Estate Plan
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

Avoiding Probate And Why You Might Want To

10/04/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Avoiding Probate And Why You Might Want To
Many people don't understand what probate is, and that isn’t necessarily a bad thing. Probate is the legal process by which a will is validated. If there’s no will, it’s the legal process of settling a person’s affairs.

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