Difficult Conversations
The Oldest Daughter is Most Likely to be Named as an Executor
Trustate Team
Are you the oldest daughter in your family? If this describes you, or one of your clients, now is the perfect time to start asking some questions. The more that can be learned today, the better prepared we are for tomorrow.
Difficult Conversations
‘Tis the Season to Empathize with Your Clients
by Trustate
Navigating the holidays after the death of a loved one is never easy. Not only do the emotions impact your clients, but they also can impact you. Here’s to mindfulness all around.
Difficult Conversations
Who should you tell about your estate plan?
Jenna Mendelsohn
No one should be left making estate administration decisions on your behalf or trying to guess your end-of-life wishes regarding your estate simply because they do not have the correct information. While some of the contents of your estate can remain a mystery until after you pass, consider letting these four people in on your not-so-secret wishes.
Difficult Conversations
How to Talk about your Will with Family
Leah Del Percio
Earlier this week we covered whether or not you should discuss your estate plan with friends and family. Here, we explain how to do it most effectively.
Difficult Conversations
Should my Will be kept secret?
Jenna Mendelsohn
When to involve others in your estate planning.
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