WELCOME TO EXECUTOR'S RESOURCE

Tuesday, August 3, 2010
The three "must address" questions for estate planning peace...
The largest transfer of wealth in our nation's history is upon us. Throughout the next two decades, more of your clients than ever before will serve as executors for their parent's estates. Like most of us, they either accepted the role without th...

Tuesday, May 4, 2010
Driving results after the client says "yes"
How can advisors effectively and efficiently position themselves to drive results after the client says "yes"? You may be surprised to know that you have more influence over the situation than you think. It starts with looking at how you make refe...

Thursday, February 25, 2010
It's time to have "the talk"
This article provides advisors a proven "how-to" for helping valued clients with intra-family estate planning communications.

Tuesday, January 19, 2010
Don't forget state estate tax
This article gives a succinct overview of the state estate tax situation, with emphasis on explaining which states levy a tax and which ones don't.

Tuesday, December 8, 2009
It's easy to overlook these six estate planning basics
This article gives an overview of how advisors can serve their clients by helping them prepare for estate planning, including plan reviews, learning client families, checking beneficiary documents, key record storage, legacy and double inheritance.

Friday, October 30, 2009
Successful advisors keep it all in the family
This article will allow you to help your clients get their estate organized by sketching the family tree.

Tuesday, September 22, 2009
10 tips for discussing the big inevitable with clients
Few of us want to prepare for our passing, but this article will help advisors help their clients prepare for the inevitable.

Thursday, August 27, 2009
An executor planning event serves client, generates referrals
Executor planning events are being well-received by advisors and their clients. This article explains why you should consider starting with a group educational workshop on executor planning.

Monday, July 27, 2009
Young celebrity deaths underline need for executor planning ...
The deaths of Michael Jackson, Farrah Fawcett and Steve McNair have heightened public awareness to the eventuality that we all face and the events that occur when it comes to settling an estate.

Tuesday, June 16, 2009
Filling the gaps with executor planning services
Often, planners think that just because their clients have a will -- and maybe even have appointed an executor -- their estate is airtight. Studies show that they are probably wrong. Read this article to find out why.