What's Love Got to do With It? Choosing or Serving as an Executor of an Estate

Speaker: Wendy Heleen, Esquire Goehring, Rutter and Boehm What factors should be considered in choosing an executor? What are the duties and responsibilities of the executor? What are some of the headaches/complications that can arise and how best to plan for them in advance and deal with them when they occur.

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On September 20, 2016, Wendy addressed the members of the Pittsburgh Planned Giving Council on the importance of choosing and/or serving as the Executor of an estate. Explaining the detailed role of Executor, and also the potential need to probate, Wendy walked the crowd through many points to consider, providing directives and insight along the way. Often a misunderstood part of the process, Wendy also provided an overview of Inheritance Tax, explaining the percentage breakdowns and what to expect regarding taxes.
https://www.grblaw.com/resource-wendy-denton-heleen-presents-to-the-pittsburgh-planned-giving-council