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Wealth Professional | 21 May 2014, 11:02 AM Agree 0
Advisors tempted to act as executor need to think carefully, say experts. But here is why
  • Freeda Hussain, CFP | 21 May 2014, 11:14 PM Agree 0
    Because of the potential conflict of interest, I advise clients that due to regulations, I'm unable to be their executor, trustee, POA etc.... In this way, we continue to have a good ongoing relationship.
  • Jeff Sanford | 22 May 2014, 03:23 PM Agree 0
    Good point Freeda. Maintaining the relationship is key.
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