Estates

Here are some considerations regarding estate planning: 

1.  Duties of the Personal Representative; 

2.  How to own my bank accounts; 

3.  Why a will is often not the best plan; 

4.  How is the estate taxed?

5.  How to administer collections; 

6.  Why have an updated will? 

I have created an Estate Planning Series that sets out income tax, financial and personal objectives.