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Tag: estate

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Estate Planning is For EVERYONE. What’s Your Next Best Step?

  • Posted on October 25, 2019July 26, 2022
  • by BrightDime

Whether you’re young or mature, rich or just getting by, married or single, it’s important to talk to your family, spouse, or significant other about your financial affairs. Ensuring you…

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  • Glossary

executor/executrix

  • Posted on October 24, 2019July 26, 2022
  • by BrightDime

An executor or executrix is the named individual (male/female) that is in charge of following the deceased’s wishes as expressed in the will. Their responsibilities can include managing assets, gathering…

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  • Glossary

trustee

  • Posted on October 24, 2019July 26, 2022
  • by BrightDime

A trustee is a named individual or firm appointed to oversee a trust. They have responsibilities such as holding and/or managing assets for the benefit of a third party based…

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  • Glossary

legal guardian

  • Posted on October 24, 2019July 26, 2022
  • by BrightDime

A legal guardian is a person appointed by a court to care for and manage the assets/property of a person who is not of legal age (the “ward”) or deemed…

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  • Glossary

probate

  • Posted on October 24, 2019July 26, 2022
  • by BrightDime

Probate is the process of administering a deceased person’s estate (their money, real estate, assets and possessions) and distributing the remainder after all debts and taxes are paid. If there…

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  • Glossary

estate

  • Posted on May 16, 2019July 26, 2022
  • by BrightDime

Your estate is everything you own, and owe, at the time of your death. Your estate must be “settled” which means your debts will be paid and then remaining assets…

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