Episode 6 - What Should I Do if I Am an Executor or Trustee?



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TaxSense: Keeping What's Yours show

Summary: What Are You Required To Do After The Death of A Loved One?If you've been listed as the responsible person in a will or trust, there are some important things you need to know and do, especially if the estate contains items of substantial value such as homes, stocks, bonds, or other investments. Guests on this episode are Kate Swain, Attorney, and Ed Cotney, Family Wealth Counselor, for The Shafer Law Group. Recorded live on May 26, 2012.