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7 Simple Things Most Investors Don’t Do…

  1. Look at everything from an overall portfolio perspective.
  2. Understand the importance of asset allocation.
  3. Calculate investment performance.
  4. Define a time horizon when making a purchase.
  5. Save more every year.
  6. Focus only on what you control.
  7. Delay gratification.

Acting as an Executor or Executrix

On the death of your spouse or a loved one or friend you may find that you have been named as the Executor (or Executrix) of a Will. The Executor could also be a trusted friend or an advisor or even a trust company. If the deceased did not have a Will or the Will did not name an Executor then the Surrogate or Probate Court will have to be approached and the court will appoint an appropriate person as the representative. This person is called the Administrator and fulfills the same role as the Executor.