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 signature program with them, we realized they’d be an amazing example of what the process looks like for most people. While every family is different, […]
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 to step in as executor or personal representative in someone’s estate. What is a personal representative or executor? A personal representative or executor is someone […]