How to Serve as an Executor
Автор: Savant Wealth Management
Загружено: 2026-02-04
Просмотров: 93
Описание:
Taking on the role of executor for a loved one’s estate involves managing legal responsibilities, overseeing assets, and distributing the estate. If you expect to serve in this capacity, you need to understand the duties of an executor or trustee and the administration process. Join wealth transfer advisor Alaina Davalos and financial advisor Joel Cundick in this educational webinar as they explore common issues that affect families.
You will learn about:
• The roles of an executor and trustee
• Essential estate planning documents
• Decisions regarding beneficiaries and asset titling
• Often overlooked tax filings
• Strategies for fostering family harmony
While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $750,000 for retirement. Our presenters typically speak with that in mind.
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