Our Blog
Securing tomorrow, today…
Unexpected Costs When Planning for a Funeral
When planning your own funeral, there can be hidden or unexpected costs that aren't always immediately obvious. I can’t stress to you enough that it is important to ask about all potential expenses up front to avoid surprises. With my experience, I would love to share with you some hot topics that might give you a second thought when planning.
Estate Planning and Emails
Today, I want to share with you my thoughts on “emails”.
How many of us receive 100 junk emails a day? We are all guilty by going online and entering our email address begin shopping online with companies such as Amazon, Best Buy and Costco to name a few. We receive our confirmations when we purchase an item and eventually, we discard that email.
There will come a time when you or a loved one will be forced to sit down to try and decipher what important information is in that email account.
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…
Choosing an Executor
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...