Blog

Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges

Challenges for surviving family and friends of a person who dies without a Will include more than just who gets the funds, explains Leanne Kaufman.

Tax, investment and estate planning strategies in the year you turn age 65 and beyond.

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

The Wealthy Barber on why executors should consider getting help from the professionals.

Will and estate planning tips for multiple generations

As a young adult, having a valid Will and power of attorney may seem like something you only need to pay attention to later in life. Find out why these plans are important, whether you're 25 or 85.

Who will manage your finances if you can’t? Powers of attorney are an essential part of your estate plan.

David Chilton and his daughter, Courtney, discuss his executor, probate, power of attorney and digital assets