Estate Planning: When to Hire a Professional Executor Podcast

Estate Planning: When to Hire a Professional Executor Podcast

Episode 39 - Regions Wealth Podcast Series

When naming an executor, the majority of people look toward the most trustworthy person in their life: their spouse, their most responsible child, or a close sibling or friend. However, for high net worth individuals — especially those with particularly complex estates — this may be a mistake. This episode will discuss what factors individuals should consider when choosing an executor, and the benefits of hiring a professional executor.

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Meet the Speaker

Dan Bryan is the Private Wealth Management Trust Relationship Manager at Regions Atlanta office. He brings the Private Wealth team over 31 years of experience, with the past five years being at Regions. Dan Bryan received his Bachelor of Business Administration in Marketing at Georgia Southern University. He is also a Certified Financial Planner (CFP). Want to find and advisor like Dan? Contact a Wealth Advisor today.

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Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.

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This information is general education or marketing in nature and is not intended to be accounting, legal, tax, investment or financial advice. Statements of individuals are their own—not Regions’. Consult an appropriate professional concerning your specific situation. This podcast is intended for educational and marketing purposes only. The people and events are fictional but represent real issues. No identification with actual persons is intended or should be inferred.