Not everyone has a qualified executor for their estate among their immediate circle of friends and family. Bruce and Peg discuss what you should look for when selecting an executor from outside your inner circle.
The opinions voiced in this show are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be
appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.
This information is not intended to be a substitute for individualized legal advice. Wealth Enhancement Group and LPL Financial do not provide legal advice or services.
Bruce Helmer, a founding member of Wealth Enhancement Group, has been the host of the “Your Money” Radio Show for more than 20 years. He is also featured weekly on the Twin Cities CBS affiliate WCCO, and has penned three financial advice publications.