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Estate Planning

Navigating Estate Administration Episode 4 - Taxes & Legal Duties: The Executor's Financial Roadmap

November 17, 2025

In this episode, Eric Dostal and Rich Yam, Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning at Wealthspire, discuss the taxes and legal duties that are the executor's responsibility. They also cover the financial consequences to the estate if deadlines are missed.

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https://www.wealthspire.com/video/navigating-estate-administration-episode-4-taxes-legal-duties-the-executors-financial-roadmap/
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