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How to Choose the Right Executor: 7 Traits That Matter More Than Popularity
By Bob Moses | Altum Wealth Alliance What Does An Executor Do? Most people do not spend much time thinking about executors until they are updating an estate plan, helping a parent review documents, or facing a loss in the family. That is understandable. It is not exactly the kind of subject people bring up over a relaxed dinner with friends. Still, it is one of the most important decisions in an estate plan, and it is often made too casually. An executor is the person respons
Altum Wealth Alliance
May 6


Your Estate Plan May Not Work the Way You Think If These Details Are Outdated
By Bob Moses | Altum Wealth Alliance Estate planning has a public relations problem. Most accomplished families hear the phrase and picture a thick binder, a stack of signatures, and a conversation they’d rather postpone until some vague future date when life feels calmer. That future date rarely arrives. Careers stay busy. Children grow up. Parents age. Businesses evolve. Homes get refinanced. Accounts multiply. Passwords change. Life keeps moving, while the estate plan ofte
Altum Wealth Alliance
Apr 1
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