What’s an Estate Final Accounting

What’s an Estate Final Accounting

An estate final accounting is the last step in the process of closing an estate and distributing the assets.  The process and forms required differ from state to state so it is important to check on the particulars required for your state.  The estate’s final...
Why Naming Beneficiaries on Assets Outside a Will is Important

Why Naming Beneficiaries on Assets Outside a Will is Important

Individuals have the ability to designate beneficiaries directly on assets such as investments, annuities, insurance products, and registered plans.  By choosing to handle assets in this manner, the proceeds of the assets go directly to the beneficiary (or...