At Johnson Bank, our advisors provide expert advice for all stages of estate administration to help take the burden off of your loved ones and ensure timely, specific execution of your estate plan. And, because legal requirements and tax issues play a part in that, we'll work with any outside advisors, including attorneys and accountants, to coordinate your total strategy.
Settling an estate is an immense responsibility. The executor you name will need to pay and collect any debts, pay taxes and estate expenses, distribute assets to your heirs or trusts, and communicate regularly with all of your beneficiaries.
It's not a role you should assign lightly. Naming the right executor is the key to successful estate planning and administration; most often true success means working with an experienced professional.
Article courtesy of ThinkHR On June 22nd, 2017, Senate Republicans released their proposal to repeal and replace the Affordable Care Act (ACA). Called the Better Care Reconciliation Act of 2017 (BCRA), the Senate proposal adopts H.R. 1628, the bill narrowly
This is part of an ongoing series of Weekly Commentary articles published by Johnson Financial Group.This week's issue is written by Brian Andrew, SVP, Chief Investment Officer. Window Washing and the Fed It seems unlikely that a visit from a local
This is part of an ongoing series of Weekly Commentary articles published by Johnson Financial Group.This week's issue is written by Brian Andrew, SVP, Chief Investment Officer. Summer Vacation As the temperature rises to near 90, hotter than usual