Description
Unwinding an estate is a daunting task. In a paperless world it can be difficult to locate assets, the tasks at hand are complex, and your executor can be held personally liable for mistakes. Errors can lead to unwanted attorney fees and unnecessary taxes. Join us for a class that addresses how assets are titled, taxed, and pass to your heirs. Discover fresh ideas that will make the duties of your executor easier. We will give you guidance for setting up your Family Binder, a critical guide to help your family avoid common mistakes and have an easy asset transition.
Barbara Norman, CFP®, CDFA®, and CEO of Sage Path Solutions. www.sagepathsolutions.com.
