Executor Role and Duties for Asset Distribution

As a named executor, you should understand your role as a fiduciary for disposing of or distributing assets according to the available legal documents. It helps if you had a personal relationship with the decedent to better understand the person’s core beliefs, family dynamics and wishes after death. However, your primary role is to create …

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Estate and Trust: Choosing the Executor of your Estate

Choosing a responsible, trusted individual to execute your estate plan and distribute assets according to your will is an important decision. You should select someone who has the ability to carry out the responsibilities of the role in a timely, detailed manner. Learn about preparing a will. An executor should: Have the ability to handle …

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Client Accounting Services: A Tailored Approach to your Business Accounting Needs

When we talk about Client Accounting Services (CAS), what we’re really talking about is providing an experienced team to help you with day-to-day accounting in order to free you up to run your business. CAS is often referred to as outsourced accounting or controllership accounting. The way technology has evolved has allowed us to serve …

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