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Being named executor might feel like an obligation, but it’s not always one you have to accept. Nick walks through what happens if you’re unexpectedly chosen, what your options are, and how to properly step away if it’s not something you want to take on. Make an informed decision before you act, because handling it the right way upfront can save a lot of stress later.
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For a lot of families, season tickets are more than just seats, they’re traditions, memories, and something worth passing down. But when it comes to actually leaving them to your kids, things get more complicated than most people expect. Nick walks through how these situations really work and what you need to think about ahead of time. Because this is one of those areas where...
Getting your parents to plan their estate can be one of the toughest financial conversations to have. While most of us are proactive with our own plans, it’s a different story when it comes to helping our parents get theirs in order. Can you start their estate plan without them? Unfortunately, the answer isn’t simple. Nick discusses how much involvement your parents need in t...