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Friday Q and A: Resources for the Executor of an Estate, Specialization vs. Generalization, Advice for Transitioning to a Single-Income Family RPF0123

Author
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
Published
Sat 20 Dec 2014
Episode Link
https://sites.libsyn.com/46144/friday-q-and-a-resources-for-the-executor-of-an-estate-specialization-vs-generalization-advice-for-transitioning-to-a-single-income-family-rpf0123

On Fridays, I answer your questions! I decided I didn't want to handle any of the in-depth, math-related questions today so I chose these three questions to handle.



  • 1:41 - What can I do to prepare for being the executor of someone's estate?

  • 16:49 - How can I reconcile the idea of being a specialist in my field with the advantages of being a generalist?

  • 48:09 - What can I do to ensure a smoothe transition to a single-income household?


I hope you enjoy the show!


Joshua


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