At Polson Bourbonniere Derby Wealth Management we know there's more to a Worry Free Retirement than just money
Check out these useful links for some valuable resources.
Settling an estate can be a complex, time-consuming process. Executors take on key responsibilities, from securing assets and managing paperwork to handling taxes and distributing inheritances. Understanding the six stages of estate administration and building a support team can help make the process more manageable, whether you’re planning your own estate or stepping into the role of executor.
Drafting a Will requires careful consideration to avoid unintended consequences. This checklist highlights key issues to discuss before making your Will, including selecting an Executor, planning for dependents, setting up trusts, and addressing tax implications. Use this guide to ensure your estate planning aligns with your wishes.
This fillable document helps you keep track of essential personal, financial, and legal information in one secure place. From banking details to insurance policies and key contacts, this record keeper ensures your loved ones can easily access important information when needed.
In today’s digital age, estate planning goes beyond physical assets. This guide helps you organize and manage digital assets like online accounts, cloud storage, and cryptocurrencies. It also provides insights into emerging legal developments and tools to ensure your digital legacy is handled according to your wishes.
Acting as an Executor is an important responsibility that comes with legal and financial obligations. This handbook provides an overview of estate settlement procedures, outlining key duties, risk mitigation strategies, and the role of legal and financial professionals. A valuable resource for those managing an estate.
Settling a death claim requires specific documentation that varies based on the type of account or insurance product, and whether a beneficiary is named. This article outlines the key documents typically required such as death certificates, Wills, and identity verification, and explains how the process may differ for registered plans, non-registered accounts, and insurance products. Use this guide to better understand what to prepare and expect during the claim process.
There are many decisions to consider when drafting a Will, and understanding key legal terms is essential to making informed choices. This glossary provides clear definitions of important estate planning terms, helping you navigate the process with confidence. Use this resource to clarify unfamiliar terminology and ensure your decisions align with your intentions.