If you’re feeling dissatisfied with your bank, let us be the first to reassure you: It’s not you, it’s them. So if a bank with real people who really care...
The executor’s role is critical to your estate's administration, so your first instinct may be to name a trusted family member. That may not be the best choice.
Even if you aren’t subject to federal estate tax, there may be taxes levied on your estate by your state. A carefully worded apportionment clause could help!
If you're part of a business ownership group, a buy-sell agreement will help you ensure your "pride and joy" continues after you leave or sell the business.