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Five Big Mistakes Executors Make—and How to Avoid Them Thumbnail

Five Big Mistakes Executors Make—and How to Avoid Them

Mar 20, 2018
Posted by: Discipline Advisors

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity.

But it’s also a major ...Read More

Insights Tag: Estate Planning

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Discipline Advisors is a DBA of DAI Securities, LLC established in the State of Minnesota. Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, LLC, an SEC Registered Investment Adviser.  DAI Securities, LLC and DAI Wealth, LLC are separate, but affiliated, entities.

 

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