12 Dumb Mistakes Executors Make

Video Description

Get together with like-minded individuals in our Impactful Inheritance community to discuss planning, preservation, and protection of wealth. Join our community today and start making a difference for future generations. 30 day free trial at the following link: https://www.impactfulinheritance.com/share/7mj8HOa2ob0Bzlog?utm_source=manual To request a free zoom video meeting to design your estate plan, click the following link and complete the short questionnaire: https://aeplaw.cliogrow.com/intake/7176090c4db516b907aa7ed491d9a8de -- Twelve mistakes executors make: 1. Executor delay. 2. Paying estate funds out too early. 3. Failing to make the portability election. 4. Not following the terms of the will. 5. Failing to supply all asset information. 6. Failing to communicate. 7. Confusing probate and nonprobate assets. 8. Not collecting estate funds in an estate account. 9. Getting help from friends instead of professionals. 10. Ignoring claims against the estate. 11. Self dealing. 12. Handling tangible assets under your own terms. This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship. Paul Rabalais Estate Planning Attorney