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Understanding the Difference Between a Will and a Trust
When it comes to planning for the future and ensuring your wishes are honored after you're gone, understanding the difference between a Will and a Trust is crucial. Both are essential tools in estate planning, but they serve different purposes and offer unique benefits. In this blog post, we review a Will vs Trust to help you make informed decisions about your end-of-life planning.
How to Organize End-of-Life Documents
Wondering how to organize end-of-life planning details? No matter the situation, organizing documents for any funeral will be a challenging and emotional process. While everyone has their own personal touch when it comes to organization, there are some key details that I always recommend organizing in any situation. I’ve created a set of documents that help you organize and document all the key items needed to ensure a smooth and orderly end-of-life plan for you or your loved ones. I also offer customized personal binders to store your important documents so that things are clearly labeled and easily accessed when the time comes. Get all the details in this blog post.
Executor’s Accounting Responsibilities
The executor of an estate has several important accounting responsibilities to ensure the proper management and distribution of the deceased's assets. In the State of Texas, the Executor is supposed to provide financials to the beneficiaries after 15 months from the time the loved one has passed away. Check with your state for your rules. If the Estate is complicated, the Executor should provide financials at least every quarter to keep the beneficiaries up to date…
Why is It Important to Notify the Credit Bureaus of a Death?
Notifying a credit bureau of a death is an important step in managing the deceased person's financial affairs and protecting their identity. Click to learn more.
Funeral Homes Food for Thought
Funeral homes can sometimes end up making more money from people who are economically disadvantaged for several reasons...