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Should You Be An Executor?

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Manage episode 300045328 series 2930316
Content provided by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

In the latest installment of Path to Abundant Living, Scott and Matt address a new topic, surrounding the roles and responsibilities of an executor.

When faced with this role, oftentimes, individuals are unaware of the full extent of responsibilities that accompany this role. Additionally, an executor faces an apparent level of personal risk when assuming this position. Listen as we dive into the duties of the role, as well as the assortment of variables to consider.

So sit back, relax, and enjoy a thought-provoking conversation that will leave you considering whether or not you're suited for the role of an executor.

Timecodes:

0:05 - Overview on the topic of the day

1:38 - What is an executor?

4:35 - There should be careful consideration before accepting the position of an executor

6:04 - What is involved in finding and filing the will

7:45 - The challenge of locating all of the assets in a given estate

9:56 - Advice for executors currently searching for the estate's assets

12:04 - An executor's role of paying out existing debts or liabilities

14:24 - People are often surprised when they learn of the roles and responsibilities of the position

16:04 - The personal level of risk involved in being an executor

20:02 - You must keep detailed records as an executor

23:20 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

  continue reading

41 episodes

Artwork
iconShare
 
Manage episode 300045328 series 2930316
Content provided by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

In the latest installment of Path to Abundant Living, Scott and Matt address a new topic, surrounding the roles and responsibilities of an executor.

When faced with this role, oftentimes, individuals are unaware of the full extent of responsibilities that accompany this role. Additionally, an executor faces an apparent level of personal risk when assuming this position. Listen as we dive into the duties of the role, as well as the assortment of variables to consider.

So sit back, relax, and enjoy a thought-provoking conversation that will leave you considering whether or not you're suited for the role of an executor.

Timecodes:

0:05 - Overview on the topic of the day

1:38 - What is an executor?

4:35 - There should be careful consideration before accepting the position of an executor

6:04 - What is involved in finding and filing the will

7:45 - The challenge of locating all of the assets in a given estate

9:56 - Advice for executors currently searching for the estate's assets

12:04 - An executor's role of paying out existing debts or liabilities

14:24 - People are often surprised when they learn of the roles and responsibilities of the position

16:04 - The personal level of risk involved in being an executor

20:02 - You must keep detailed records as an executor

23:20 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

  continue reading

41 episodes

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