An Executor Checklist The steps you may need to take to fulfill a major responsibility. Provided by Blanke Schein Wealth Management If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character. You […]
SCROLL DOWN FOR VIDEO The Transition of Wealth from one generation to another is, unfortunately, an event that we only can prepare for but not participate in. Therefore, many of us do not really want to spend too much time taking the necessary steps to be sure that such a transition will take place […]
What should you know? What should your executor know? Provided by HighTower Palm Desert When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no concern at all. But it is something that many are now […]
Things you can do for your future as the year unfolds. Provided by HighTower Palm Desert What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund […]
Provided by HighTower Palm Desert Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees, and court costs may eat up as much as 5% of a decedent’s accumulated assets.1 What do those fees pay for? In many cases, routine clerical […]
Provided by HighTower Palm Desert You have an estate. It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die, you leave behind an estate. For some, this can mean real property, cash, an investment portfolio, […]
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