November 9, 2018.  By Ashley Agnew:

Our Director of Financial Planning, Olga Okaty CFP® was recently interviewed and featured in the Senior Living Blog for A Place for Mom, a site connecting families to senior care resources. The article, “What you need to Know Before Taking on Executor Responsibilities”  discussed the role of the executor, or personal representative, in estate planning.  In the blog Olga states that “Understanding your obligations well in advance is essential to being able to perform your future duties effectively while still coping with the loss when, inevitably, the time comes”.


This helpful article outlines the executor role and duties, as well as actions to take while a loved one is still alive.  The many helpful definitions and tips make this a good resource for anyone in need of an estate plan or estate planning updates.  We hope that you will take a moment to read by following the link below.

“What you need to Know Before Taking on Executor Responsibilities”