When selecting a personal representative, consider the role’s many responsibilities.
Selecting a personal representative for your estate, also known as an executor, is no easy task. While it’s an honor to be chosen as an executor, it’s also a demanding commitment consisting of more than two dozen responsibilities and liabilities. For instance, an executor can be held personally liable for improperly spending estate or trust assets or for allowing insurance coverage on the assets to lapse.
Drafting a succession plan now can help your business stand the test of time.
As a business owner, you’ve invested so much into making your business successful – hard work, time, money, energy.
It’s truly hard to imagine your business without you. But chances are there will come a day when someone else will take the reins. And a seamless succession plan, one carefully and thoughtfully devised well in advance, is essential to making sure your business enjoys continued success for generations to come.
At Singleton Peery Financial, located in Jackson, Wyoming, our team provides our clients the information they may need to choose the most suitable investment products and services for their specific financial needs, including asset management, retirement plans, trust services, managed accounts, 401(k) plans, life insurance and more.
170 E Broadway Suite 100D
P.O. Box 508
Jackson, WY 83001
T: 307.732.6652
F: 307.732.6658
Monday-Friday 7am-4pm
Saturday-Sunday Closed