Posts made in May, 2016

Client Vault: Filing System at Your Fingertips

Posted by on May 16, 2016 in Financial Focus

The Client Vault solves the organization issue by allowing our clients to upload, store, and access any electronic file from a computer, tablet, or smartphone with an internet connection.

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The Role of an Executor: What am I responsible for?

Posted by on May 13, 2016 in Estate Planning, Financial Focus

In the role of Executor, the complexity of your responsibilities will vary based on the complexity of the decedent’s assets. In general, you are responsible for sorting out the finances of the deceased, making sure debts and taxes are paid, and distributing assets to the heirs.

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