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Posts Tagged ‘Executor’

April 8, 2025 Weekly Update

By angelicacomahig | April 8, 2025

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Estate Planning Explained: Executor Duties

By angelicacomahig | April 7, 2025

In estate planning, one of the most critical roles is the executor. Whether you’re naming someone as your executor, or you’ve just been appointed to serve as one, understanding the…

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Why Review Beneficiary Designations Annually

By angelicacomahig | April 10, 2023

Retirement planning is a long process. When you first start trying to secure your retirement, your life may be entirely different than it is today. One topic that we’re passionate…

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April 10, 2023 Weekly Update

By angelicacomahig | April 10, 2023

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

Read More

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