A CPA in Tampa Talks About the Choice of Executor of Your Estate

Estate ExecutorPerhaps the most important decision you can make in the course of estate planning is who to name as executor. While it may seem logical to simply name your primary heir as executor – and many people do – this is not always the most prudent path. For one thing, a close family member or friend who stands to inherit money or property from the estate may experience emotional trauma upon your passing, and the key quality for any executor is level-headedness. In addition to maintaining an even keel during a potentially emotional process, an executor must be organized and have a working knowledge of the legalities surrounding inheritance and probate.

A CPA in Tampa from Reliance Consulting, LLC, can help you determine who is best suited to trust with this important responsibility. It may, in fact, be wisest to allow your trusted CPA from Reliance to serve in this capacity. After all, no one knows your financial situation better, and we have the experience necessary to navigate potential estate tax audits, contests of the will, and other potential complications.

Since opening our doors in 1984, we have helped thousands of individuals in the Tampa Bay area and throughout Florida deal with the complexities of estate planning and other personal financial issues. We are an elite, full-service accounting firm serving Tampa and beyond, including tax planning, tax preparation, small business consulting, and much more. Contact us today to learn how we can help with your big financial decisions, such as choosing the executor of your estate.

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