Tag Archives: beneficiary

Are you an Executor?

30 Aug

How many times has someone told me, “I’m my mom’s executor”, and I have responded, “No you’re not.  Your mom is still alive!  You’re not an executor until she is gone.”  I usually tell them more.  I have to add quite a bit more information because they just keep adding layers of complexity and formality […]

“Super Will” to the rescue!

05 Apr

I’ve been asked by some financial professionals why property would need to be styled in some way other than just in an individual’s name.   There are a couple of reasons.  Perhaps not all apply to you, but consider the following. You have a will.  That’s nice.  Wills transfer property after people die but wills must […]