The Executor’s Checklist

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Have You Been Named Executor of an Estate or Will? Protecting and transferring assets of the deceased is an important responsibility and there are many things you will need to do. To help you keep track, watch this video for steps you can follow. Contact us for questions regarding your estate planning needs.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

New Tax Legislation for 2022

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, as he covers the new tax legislation for 2022.

10 End-Of-Year Tax Planning Tips

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Kevin Oleszewski, as they cover 10 tips for end of year tax planning.

The Philosophy of Giving and Tax-Loss Harvesting

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Vice President, Trust Services, Sarah Duey, to learn more about the philosophy of giving and tax-loss harvesting.

Q4: Quarterly Market Outlook

Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, to learn more about the upcoming quarter.
1 2 3 5 6 7 8 9 27 28 29

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation