Executors can be held personally liable
Without a legal or financial background, being an executor can be tough going. Avoid these five common mistakes.
Failure to plan means headaches for clients and advisors
When was the last time you reviewed your will? Five steps to ensuring it still works.
It's crucial for you and your advisor to understand the unique responsibilities of being a trustee.
Before you become a trustee, learn the rules you’ll have to play by.
Are you an entrepreneur? Avoid these five damaging tax and estate planning errors
Ensuring there’s a strategy in place if you ever become incapable of managing your affairs.
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