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Episode #46 | You’ve Been Named Executor of an Estate...Now What?!

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Content provided by The F Sharp Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The F Sharp Podcast 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://ro.player.fm/legal.

You've been named executor or personal representative of an estate -- now what? What's the process? What are your first steps? It's a very complicated process but Tanner, a certified financial planner and estate planning expert walks us through step-by-step.

Questions or suggestions? Email Podcast@FinanciallySharp.com
Harmoney Wealth: https://www.harmoneywealthaz.com

#certifiedfinancialplanner #feeonly #finance #Estateplanning #will #financialliteracy #harmoneywealth #personalfinance #financialadvisor #financialplanning #financial

  continue reading

61 episoade

Artwork
iconDistribuie
 
Manage episode 373493597 series 3424275
Content provided by The F Sharp Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The F Sharp Podcast 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://ro.player.fm/legal.

You've been named executor or personal representative of an estate -- now what? What's the process? What are your first steps? It's a very complicated process but Tanner, a certified financial planner and estate planning expert walks us through step-by-step.

Questions or suggestions? Email Podcast@FinanciallySharp.com
Harmoney Wealth: https://www.harmoneywealthaz.com

#certifiedfinancialplanner #feeonly #finance #Estateplanning #will #financialliteracy #harmoneywealth #personalfinance #financialadvisor #financialplanning #financial

  continue reading

61 episoade

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