7 tips for choosing the right executor

CFP®, Owner, Esq., Daniel A. Timins, and Law Offices of Daniel Timins •
Kiplinger
family running and jogging

It’s an important question: Who can be trusted to take care of your estate when you’re gone? When you pass away and your will is accepted for probate, your executor “steps into your shoes,” meaning he or she can perform all the legal tasks you used to do. This includes selling your property, paying creditors,

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5 financial matters to consider when moving to a new state

CFP®, Partner, Brightworth, Lisa Brown, and Wealth Advisor •
Kiplinger

Whether your company has decided to move its headquarters or operations to a new state or asked you to move to a different office location, you likely have a myriad of questions running through your mind. Where will I live? How are the schools? What’s the cost of living difference? Who are the best doctors?

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5 tips to start your estate planning today

Taylor Schulte, Founder, Define Financial, CFP, and CEO •
Kiplinger

Estate planning can seem daunting and overwhelming. It may even conjure up negative emotions for some. Perhaps that’s why an estimated 64% of Americans don’t have a will or any type of estate plan in place. Unfortunately, that means a majority of the population is at risk of leaving their families or business partners a

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