Financial Directions LLC, an independent advisory firm, is dedicated to the individual investor and small business owner. We provide personalized client service that is unusual at larger brokerage or banking organizations. We offer a full range of brokerage and retirement accounts. As your advisor we are a personal resource and a crucial part of your support team moving you toward financial success. Working with someone you trust and who knows you on a personal level is how our independent, client-focused perspective is designed to help you meet your needs.
Your will won’t carry itself out once you have passed away, which is why you need to choose an executor. You should know what the responsibilities of this position entail, whether you should name one or more executors, and who to choose in case the people you delegate are not interested. Read ahead for tips on choosing the executo