The Estate Planning Excuse That Doesn’t Hold Up Anymore Levi had been meaning to update his will for three years. Not because anything was wrong with it, but because every time he thought about starting, his mind jumped straight to lawyers, appointments, and a to-do list that felt too big Read more
The Certified Executor Advisor Advantage: A Lifeline for Executors When someone you love passes away, or when you’re trying to get your own affairs in order, you don’t usually think, “I should find a Certified Executor Advisor.” Instead, you’re faced with questions like: Where do I even start as an Read more
Executor Survival Kit: You’ve Been Named. Now What? So… you’ve just found out you’ve been named executor. Maybe you expected it. Maybe it came out of left field. Either way, it’s official. You’re now the person responsible for settling someone’s estate. And while most people assume this is just a Read more
