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.
|Distribution of assets to beneficiaries||Asset titling||Making tax decisions|
|Ensuring all life insurance and retirement plan benefits are received||Paying any debts or expenses||File all necessary tax returns and paying appropriate federal and state taxes|
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. Everything's Up On Wednesday, the Federal Reserve agreed to lift
By Robert Holton, VP, Wealth Advisor, Cleary Gull Advisors, a Johnson Financial Group Company The economic and political systems of South Korea are roiling with accusations of corruption and influence-peddling encompassing every major industry, rising
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. Stock Prices as a Leading Indicator I have an opportunity to co‐teach