Ep 041: What To Do When Someone Dies

Sage Money Conversations with Barbara Norman CFP®

The person who unwinds an estate has many time-consuming and complex tasks. The devil is in the details. Do they know what they must do, when to do it, and the liabilities they are assuming? Roberta walks us through the tasks of an executor.

Roberta j. Robinson, attorney-at-law, is a California Board of Legal Specialization Certified Specialist in Estate Planning, Trust and Probate Law. Now in her 44th year of practice, Roberta’s works with her son and partner, Attorney Daniel J. Wilson. Roberta’s office is located in Rancho Bernardo in the City of San Diego, CA,

Ms. Robinson helps clients to establish living trusts, wills, financial powers of attorney and advance health care directives. Roberta helps clients avoid conservatorships and probate, minimize estate/income/and property taxes, and transfer assets to their heirs.

Ms. Robinson has taught the course entitled "Family Estate Planning" for San Diego State University, Extension since 1982.

Connect with Roberta:

Email: [e-mail]

Website: https://www.trustlaw.us/

#Executor #Will #Trust #Liabilities #Fiduciary #Probate

Learn more about your ad choices. Visit megaphone.fm/adchoices