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Category Archives for "Executor"

0 February 4, 2015 – The First Thing That Happens When The Boss Gets Sick

I am often told by business owners that if they become sick or disabled, their spouse will step in to run the business until it can be sold. This sounds like a logical succession plan when discussed rationally in a comfortable office as part of an overall retirement and estate discussion. Unfortunately, reality most often […]

0 February 2015 – Your Will Is Not A Private Document

Many individuals are not aware that once they pass away and their will is probated, it becomes a public document that anyone can read. All anyone – and I mean anyone – has to do is pay a fee online and your will (the inventory of your assets at death, the list of beneficiaries of […]

0 November 8, 2012 – Why You Do Not Want To Be An Executor

In the 25 years that I have been in the investment advice business, I have been involved in more than a few estate settlements. I have witnessed the work of many executors and more than once had executors say to me they wished they had never taken on the job.You do earn a fee, but […]