Click here to book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2024-09
Click here to book a call with William: https://calendly.com/westendwealth/introcall
In this episode, we dive into one of the most critical yet often overlooked decisions in estate planning: choosing the right executor.
Selecting the wrong person for this role can lead to unnecessary delays, family conflict, and costly legal battles.
We’ll break down the essential qualities to look for in an executor, explore the common mistakes people make when choosing one, and provide practical tips to ensure your estate is handled smoothly and efficiently.
Whether you're updating your own estate plan or advising someone else, this episode will help you make a thoughtful, informed choice.
Connect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
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