Dan & Erika: Legacy Planning from a Family’s Perspective
Dan and Erika (whose names and photo have been changed to protect their privacy) needed an estate plan. They had a few concrete goals, and as we walked through our […]
How to Be an Estate Executor or Personal Representative
Are you named in someone’s estate and wondering what to do next? Here, we’ll cover some important terms in estate and legacy planning and what to do if you’re asked […]