{"id":3000,"date":"2016-12-21T18:26:05","date_gmt":"2016-12-21T18:26:05","guid":{"rendered":"http:\/\/www.ua-cpas.com\/?p=3000"},"modified":"2019-01-13T05:28:42","modified_gmt":"2019-01-13T05:28:42","slug":"executor_checklist","status":"publish","type":"post","link":"https:\/\/www.ua-cpas.com\/blog\/index.php\/2016\/12\/21\/executor_checklist\/","title":{"rendered":"Executor of Estate? Use our Executor Checklist"},"content":{"rendered":"

In Charge of Dad’s or Mom’s Estate?\u00a0<\/span><\/p>\n

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Overwhelmed?<\/figcaption><\/figure>\n

When a loved one passes away and you\u2019re named as executor of his or her estate, you\u2019re likely to feel a mix of emotions. Sadness over the individual\u2019s demise, of course but mixed with that, will be feelings of apprehension: \u201cHow can I be sure I\u2019m honoring the decedent\u2019s last wishes and fulfilling all my responsibilities?\u201d<\/p>\n

What Do I Need to Know?<\/span>
\nThe responsibilities aren\u2019t limited to deciding who gets which assets \u2013 it also means identifying all the decedent\u2019s assets, and ensuring that the proper paperwork is filed with the IRS, the State and other agencies. To help you through this overwhelming time, Urbach & Avraham, CPAs has prepared an Executor Checklist that outlines the issues that an executor needs to consider.<\/p>\n

Click here for the link to our\u00a0Executor Checklist<\/a><\/p>\n

Difficult Beneficiaries?….Family Owned Business?….IRA Nightmares?<\/span>
\nThe checklist is a roadmap of tasks, from probating the will, to filing a final Income Tax return and other required estate filings, to dealing with beneficiaries and distributing the assets. It\u2019s loaded with tips on how to locate all assets, save various taxes and efficiently manage the estate administration.<\/p>\n

This handy guide is packed with reminders about technical questions for your CPA, legal or other financial advisor. We work with many qualified estate attorneys to seamlessly coordinate your situation.<\/p>\n

Finally, the Urbach & Avraham Executor Checklist highlights the complexities presented when a family owned business is involved. Was there a buy sell agreement? Who is paying the estate tax on the business, and are funds available to pay the tax?<\/p>\n

As an executor, you\u2019re already coping with a lot of emotional and other issues. We\u2019re available to help lift the financial burden by assisting you with accounting and tax matters during this difficult time.<\/p>\n","protected":false},"excerpt":{"rendered":"

In Charge of Dad’s or Mom’s Estate?\u00a0 When a loved one passes away and you\u2019re named as executor of his or her estate, you\u2019re likely to feel a mix of emotions. Sadness over the individual\u2019s demise, of course but mixed with that, will be feelings of apprehension: \u201cHow can I be sure I\u2019m honoring the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,30,35,6,11,13,22,25,23,27],"tags":[82,145,150],"class_list":{"0":"post-3000","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-small-business-forum","7":"category-business-valuations","8":"category-estate-taxes","9":"category-estate-trusts-guardianships","10":"category-income-taxes","11":"category-litigation-support","12":"category-tax-tips-for-individuals","13":"category-taxes-litigation-support","14":"category-taxes","15":"category-wills-probate","16":"tag-estate-taxes","17":"tag-nj-estate-taxes","18":"tag-nj-inheritance-taxes","19":"entry"},"_links":{"self":[{"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/posts\/3000","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/comments?post=3000"}],"version-history":[{"count":2,"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/posts\/3000\/revisions"}],"predecessor-version":[{"id":3444,"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/posts\/3000\/revisions\/3444"}],"wp:attachment":[{"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/media?parent=3000"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/categories?post=3000"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/tags?post=3000"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}