06/22/2026
Have You Talked to the Person Named in Your Estate Plan?
Choosing an executor or trustee without having a conversation first can create major confusion later. Tim Murray shares a situation where an elderly couple was unexpectedly named as trustees and felt completely unprepared to handle the responsibility. He explains why discussing estate roles ahead of time and choosing someone familiar with finances, records, and daily responsibilities can make the process much smoother for everyone involved.
Click the bio link to listen to the full episode.
https://bio.link/timmurray