ASK NEALE: Daughter Denied Dad's Legacy
ASK NEALE SEPT 2017 Family Business
You know that great feeling when you are given an honor? Imagine one of your close family members asking you to help them out by being their Executor? Wow, they believe in you and acknowledge that you are so smart and, most importantly, that you can be trusted to handle sophisticated money matters around the sensitive issue of death and maintaining family legacy.
I hate to be the naysayer for this role, but you may be walking into a quagmire and it may be too late before you realize it. My sage advice is to humbly thank them, kiss them on both cheeks…and run!