URPG Newsletter - Summer 2018

 

PREVIEW OF FEATURE ARTICLE:

Settling an Estate: Executors Inherit Important Title

Being named as the executor of a family member's estate is generally an honor. It means that person has been chosen to handle the financial affairs of the deceased individual and is trusted to help carry out his or her wishes.

Settling an estate, however, can be a difficult and time-consuming job that could take several months to more than a year to complete. Each state has specific laws detailing an executor's responsibilities and timetables for the performance of certain duties.

If you are asked to serve as an executor, you may want to do some research regarding the legal requirements, the complexity of the particular estate, and the potential time commitment. You should also consider seeking the counsel of experienced legal and tax advisors.

To access the full article and newsletter, click here.

 

MESSAGE FROM PETER GALLAGHER - SUMMER 2018 ISSUE

Dear Friends,

I trust that you are enjoying the summer months with your family and friends. In August, our family will travel to Ireland so that my college-age kids will have a chance to see where their maternal grandfather grew up, and to learn more about the cultural influences and scenic beauty of that part of the world.

All summer we have been very busy at URPG. We updated our website to add more content and to make it very easy to book an appointment with us. Please visit our homepage and let us know what you think.

We also have purchased an investment risk management program to be used with your accounts. We will introduce this program to you at our next scheduled meeting. Thanks again to all who have referred friends and family to URPG. We are committed to working hard on your behalf and helping you navigate through the complex and ever-changing world of retirement planning.

Regards,

Peter

View the full URPG Newsletter- Summer 2018 Issue