
Why it’s Smart to Plan Before 2020 Estate Tax Law Changes Go Into Effect
2020 is a major election year. While it’s too early to tell what that means in terms of which side of the aisle will have the majority, it’s not too early to start planning for estate tax law changes that could happen.
Proposed Estate Tax Law Changes
Depending on the outcome of the November elections, there’s a strong chance that estate tax reforms will pass and be applied to assets...

Crucial differences between Executor of a Will & Trustee
An executor of a Will and Trustee of a Trust have distinct legal responsibilities and there are major legal liabilities at stake when confusing these two different roles. Let’s explore the differences.
What does an executor of a Will do?
If your loved one passed away with a Will, then an executor is named within the document or appointed by the court. The executor of a Will carries out the...