Ep #122 - Executor Preparedness: What to Do Before You Need To

A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning

Chapters
0:52
Discussing Estate Settlement
1:56
Challenges of Settling an Estate
2:50
Proactive Planning for Executors
4:13
Handling Physical and Financial Property
9:15
Simplifying the Estate Settlement Process
11:53
Best Practices for Executors
17:03
Understanding Estate and Tax Implications
23:10
Final Thoughts and Recommendations
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Ep #122 - Executor Preparedness: What to Do Before You Need To
Jul 22, 2024 Episode 122
Benjamin Haas I Haas Financial Group

While no one can know what the future brings, we know that certain things in life are inevitable like taxes and death. When a loved one passes and you’re in charge of settling the estate, the process and emotions can be overwhelming. Even the most organized and “simplest” of estates can feel cumbersome and complex. Listen in as Adam and Ben share stories and best practices to help you, the executor, prepare for your future role. Some education and proactive communication can go a long way to helping all parties.

Tracking # T007572

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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.