Today's episode features a special guest who brings a wealth of experience both professionally and personally. Kathryn Peyton, a CERTIFIED FINANCIAL PLANNER™ with Abacus Wealth Partners since 2016, joins us to share her invaluable insights on managing the role of an executor. We'll dive into Kathryn's personal journey, where she combines her professional expertise with real-life experiences, such as caring for her aging mother. Kathryn will discuss the significance of car rides and open conversations with elder family members, the financial and emotional investment of being an executor, and insights on how to prepare for and manage this crucial role. Join us to explore how to navigate the complex yet rewarding responsibilities of being an executor with our esteemed guest, Kathryn Peyton.
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