Tag Archives: Wills



Our Weekly Tip: Understanding the Role of Executor of a Will

The executor's roles and responsibilities

Our Tip of the Week: A will is a personal statement clarifying your intentions about the distribution of your assets after your death. A will contains instructions for the executor of your will, who has the legal responsibility of administering your estate. If … Continue reading

Posted in Practical Tips | Tagged , , , , , , , , , | Leave a comment



Our Weekly Tip: Designating Beneficiaries To Take Care Of Your Assets

Plan ahead for the distribution of your assets after your death

Our Tip of The Week: Most retirement plans, annuities and life insurance policies let you designate beneficiaries who will take control of your assets after you’re gone. By designating beneficiaries, your estate will not have to go through probate — … Continue reading

Posted in Practical Tips | Tagged , , , , , , , , , , , , | Leave a comment

How Do You Get Started with Estate Planning? An Interview with Nancy Williamson

Nancy offers up her three tips for estate planning

Today SevenPonds speaks with Nancy Williamson of San Jose Wills and Trusts in San Jose, California. Nancy is an attorney of law who specializes in estate planning. She graduated from University of the Pacific, McGeorge School of Law and has … Continue reading

Posted in Professional Advice | Tagged , , , , , , , , , , , | 1 Comment