{"id":3093,"date":"2017-08-31T19:14:59","date_gmt":"2017-08-31T19:14:59","guid":{"rendered":"http:\/\/www.ua-cpas.com\/?p=3093"},"modified":"2019-01-11T05:49:50","modified_gmt":"2019-01-11T05:49:50","slug":"executor-of-estate-use-our-executor-checklist-as-your-road-map","status":"publish","type":"post","link":"https:\/\/www.ua-cpas.com\/blog\/index.php\/2017\/08\/31\/executor-of-estate-use-our-executor-checklist-as-your-road-map\/","title":{"rendered":"Executor of Estate? Use our Executor Checklist as your Road Map"},"content":{"rendered":"<p><span style=\"margin: 0px; line-height: 115%; font-family: 'Arial',sans-serif; font-size: 12pt;\"><span style=\"color: #000000;\">The responsibilities of an Executor\u00a0aren\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<\/span><\/span><\/p>\n<figure id=\"attachment_3439\" aria-describedby=\"caption-attachment-3439\" style=\"width: 275px\" class=\"wp-caption alignleft\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3439\" src=\"https:\/\/www.ua-cpas.com\/blog\/wp-content\/uploads\/2017\/08\/Executor-Checklist.jpg\" alt=\"\" width=\"275\" height=\"183\" \/><figcaption id=\"caption-attachment-3439\" class=\"wp-caption-text\">Overwhelmed?<\/figcaption><\/figure>\n<p><span style=\"margin: 0px; line-height: 115%; font-family: 'Arial',sans-serif; font-size: 12pt;\"><span style=\"color: #000000;\">IRS, the State and other agencies.<\/span><\/span><span style=\"margin: 0px; line-height: 115%; font-family: 'Arial',sans-serif; font-size: 12pt;\"><span style=\"color: #000000;\">To help you through this overwhelming time, Urbach &amp; Avraham, CPAs has prepared an Executor Checklist that outlines the issues that an executor needs to consider.<\/span><\/span><\/p>\n<p align=\"center\"><span style=\"margin: 0px; color: #800080; line-height: 115%; font-family: 'Arial',sans-serif; font-size: 16pt;\"><span style=\"color: #000000;\">\u00a0 \u00a0 \u00a0 \u00a0 \u00a0Click here to access the<\/span> <a href=\"https:\/\/www.ua-cpas.com\/site_images\/executor-checklist.pdf\">Executor Checklist<\/a><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"margin: 0px; line-height: 115%; font-family: 'Arial',sans-serif; font-size: 12pt;\"><span style=\"color: #000000;\">The 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.<\/span><span style=\"color: #000000;\">\u00a0 <\/span><span style=\"color: #000000;\">\u00a0<\/span><\/span><\/p>\n<p><span style=\"margin: 0px; line-height: 115%; font-family: 'Arial',sans-serif; font-size: 12pt;\"><span style=\"color: #000000;\">This handy checklist is packed with reminders about technical questions to ask your CPA, legal or other financial advisor. We work with many qualified estate attorneys to seamlessly coordinate your situation.<\/span><\/span><\/p>\n<p><span style=\"margin: 0px; line-height: 115%; font-family: 'Arial',sans-serif; font-size: 12pt;\"><span style=\"color: #000000;\">Finally, the Urbach &amp; 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?<\/span><\/span><\/p>\n<p><span style=\"margin: 0px; line-height: 115%; font-family: 'Arial',sans-serif; font-size: 12pt;\"><span style=\"color: #000000;\">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.<\/span><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Executor Checklist is a Guide for Executor Duties- covers NJ Estate Taxes and NJ Inheritance Taxes, estate accountant, fiduciary income taxes, estate taxes, Form 1041, NJ Exit Tax, estate filings, <\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35,6,10],"tags":[80,82,84,150],"class_list":{"0":"post-3093","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-estate-taxes","7":"category-estate-trusts-guardianships","8":"category-hot-topics","9":"tag-estate-tax","10":"tag-estate-taxes","11":"tag-executor-duties","12":"tag-nj-inheritance-taxes","13":"entry"},"_links":{"self":[{"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/posts\/3093","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=3093"}],"version-history":[{"count":2,"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/posts\/3093\/revisions"}],"predecessor-version":[{"id":3440,"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/posts\/3093\/revisions\/3440"}],"wp:attachment":[{"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/media?parent=3093"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/categories?post=3093"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ua-cpas.com\/blog\/index.php\/wp-json\/wp\/v2\/tags?post=3093"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}