Posts Tagged ‘heirs’
Other firms give you a list but we give you a tool
A list of your assets is great for estate planning but, in addition, what your heirs will appreciate is a map to find the items they need after you’re gone. This downloadable form (see the link at the bottom of the page) will not only make sure you have the vital estate documents but will…
Read MoreWhat happens when the heirs lose the Will?
What happens when you know there’s a will but no one can find it? Our thanks to attorney Ira Leff’s tax blog (we’ve included a download link at the bottom) for the information below. Here’s one family’s course of action when unable to produce the will of a widow with no children. For more estate and asset…
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