Скачать или смотреть 3 Duties of an Executor

The main three duties of an executor are discussed.

So, you have just been named as executor of an estate. You have our condolences! That's because you (probably) will have some work ahead of you.

In this week's video, Tom discusses the 3 duties of an executor, plus Tom covers some of our most frequently asked questions when it comes to working as an an executor of an estate.

Tom covers a lot of ground in this episode while talking about your responsibilities and obligations of an executor of an estate. The executor has a legal, fiduciary obligation to carry out the instructions of the deceased.

#executor #estate #estateplanning #taxes

Timestamps for "3 Duties of an Executor"
1:02 - Collecting the assets and debts
1:15 - Paying the expenses and taxes
1:25 - Transfer the assets
2:04 - Responsibility and fiduciary obligations
2:45 - Tax returns of a decedent
3:21 - How to handle expenses
4:00 - Executor-related frequently asked questions

Mullooly Asset Management is a fee-only financial planning and investment advisory firm. We are located in Monmouth County, NJ. We work to educate our clients to prepare for, and enjoy their retirement.

Mullooly Asset is a family business - Tom, along with his sons Brendan, Tim and Casey work with clients in managing their investments and financial planning matters.

The "Mullooly Asset Show," has 300+ videos, and 400+ podcast episodes, which can be found at https://www.mullooly.net.

Get in touch with us here:

Office: 1971 State Route 34 Wall Township, New Jersey 07719
Website: http://www.mullooly.net
Facebook: www.facebook.com/MulloolyAsset
Twitter:   / mulloolyasset  
LinkedIn:   / mullooly  
Email: [email protected]

None of the content on our videos, podcasts, website or social media should ever be considered to be investment advice, financial planning advice or a recommendation to buy or sell investments. Nor should our content be considered research. Please our website for complete details.

This video is not a recommendation to buy or sell any of the investments mentioned. None of the securities mentioned in this video represent past specific recommendations of Mullooly Asset Management.

We rely on fundamental and technical analysis. Neither fundamental or technical analysis can predict the future, both methods have flaws. Past performance is no guarantee of future outcomes. Our Point & Figure charts are provided by our good friends at Dorsey Wright & Associates